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ZWJ Investment Counsel’s Welltower WELL Stock Holding History

ZWJ Investment Counsel’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
Q1 		– Sell
-5,113
Closed -$326K – 275
2017
Q4 		$326K Sell
5,113
-82
-2% -$5.23K 0.03% 220
2017
Q3 		$365K Hold
5,195
– – 0.03% 192
2017
Q2 		$389K Hold
5,195
– – 0.03% 192
2017
Q1 		$368K Buy
+5,195
New +$368K 0.03% 213