Keudell/Morrison Wealth Management’s Welltower WELL Stock Holding History

Keudell/Morrison Wealth Management’s Portfolio WELL Stock Details WELL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell
2020 Q1	$764K	Buy
2019 Q4	$1.25M	Sell
2019 Q3	$1.44M	Sell
2019 Q2	$1.43M	Sell
2019 Q1	$1.32M	Buy