Ken Stern & Associates’s Welltower WELL Stock Holding History

Ken Stern & Associates’s Portfolio WELL Stock Details WELL Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	$342K	Buy
2018 Q2	$333K	Buy
2018 Q1	$269K	Buy