Rockefeller Financial Services’s Welltower WELL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2017 Q4	$17K	Hold	260	–	–	﹤0.01%	481
2017 Q3	$18K	Buy	+260	New	+$18K	﹤0.01%	483
2014 Q1	–	Sell	-67	Closed	-$4K	–	531
2013 Q4	$4K	Buy	+67	New	+$4K	﹤0.01%	484