Squar Milner Financial Services’s Welltower WELL Stock Holding History

Squar Milner Financial 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
2020 Q2	–	Sell
2020 Q1	$14K	Sell
2019 Q4	$27K	Buy
2019 Q3	–	Sell
2019 Q2	$29K	Hold
2019 Q1	$27K	Hold
2018 Q4	$25K	Hold
2018 Q3	$23K	Hold
2018 Q2	$22K	Buy