WWM
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Wagner Wealth Management’s Welltower WELL Stock Holding History

Wagner Wealth Management’s Portfolio WELL Stock Details WELL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2018
Q3 		$2K Hold
24
– – ﹤0.01% 571
2018
Q2 		$2K Hold
24
– – ﹤0.01% 534
2018
Q1 		$1K Sell
24
-276
-92% -$11.5K ﹤0.01% 590
2017
Q4 		$32K Buy
+300
New +$32K 0.02% 257