Aviance Capital Partners’s Welltower WELL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-6,270	Closed	-$411K	–	283
2022 Q4	$411K	Buy	6,270 +2,500	+66%	+$164K	0.1%	191
2022 Q3	$242K	Sell	3,770 -2,000	-35%	-$128K	0.06%	231
2022 Q2	$475K	Buy	+5,770	New	+$475K	0.11%	179