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Partnervest Advisory Services’s Welltower WELL Stock Holding History

Partnervest Advisory Services’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
2014
Q3 		– Sell
-740
Closed -$46K – 805
2014
Q2 		$46K Buy
740
+7
+1% +$440 0.02% 381
2014
Q1 		$44K Sell
733
-19
-3% -$1.09K 0.02% 347
2013
Q4 		$40K Buy
752
+5
+0.7% +$297 0.02% 346
2013
Q3 		$47K Buy
747
+499
+201% +$31.7K 0.02% 300
2013
Q2 		$17K Buy
+248
New +$17.6K 0.01% 466

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BIT
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CIMLRA
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BFA
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SAMC
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Daiwa Securities Group
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