VSR Financial Services’s Welltower WELL Stock Holding History

VSR Financial Services’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
2016 Q2	$222K	Buy
2015 Q3	–	Sell
2015 Q2	$232K	Sell
2015 Q1	$274K	Buy
2014 Q4	$258K	Sell
2014 Q3	$294K	Buy
2014 Q2	$264K	Buy
2014 Q1	$246K	Sell
2013 Q4	$232K	Sell
2013 Q3	$426K	Sell
2013 Q2	$463K	Buy