Liberty One Investment Management’s Welltower WELL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-11,038
Closed -$505K 146
2020
Q1
$505K Buy
11,038
+56
+0.5% +$2.56K 0.13% 94
2019
Q4
$898K Buy
+10,982
New +$898K 0.19% 81