Ruggie Capital Group’s Welltower WELL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2015
Q3
Sell
-380
Closed -$25K 324
2015
Q2
$25K Hold
380
0.02% 127
2015
Q1
$29K Hold
380
0.03% 87
2014
Q4
$29K Buy
+380
New +$29K 0.03% 101