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Smith Group Asset Management’s Welltower WELL Stock Holding History

Smith Group Asset Management’s Portfolio WELL Stock Details WELL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-300
Closed -$23K – 495
2016
Q2 		$23K Sell
300
-30
-9% -$2.3K ﹤0.01% 392
2016
Q1 		$23K Buy
+330
New +$23K ﹤0.01% 355