Pinnacle Summer Investments’s Welltower WELL Stock Holding History

Pinnacle Summer Investments’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
2015 Q4	$1K	Buy
2014 Q4	–	Sell
2014 Q3	$96K	Sell
2014 Q2	$231K	Buy
2014 Q1	$55K	Buy
2013 Q4	$44K	Buy
2013 Q3	$49K	Sell
2013 Q2	$368K	Buy