Ken Stern & Associates’s Welltower WELL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q3
$342K Buy
5,319
+1
+0% +$64 0.15% 90
2018
Q2
$333K Buy
5,318
+374
+8% +$23.4K 0.15% 88
2018
Q1
$269K Buy
+4,944
New +$269K 0.12% 96