Beverly Hills Private Wealth’s Welltower WELL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-3,164	Closed	-$259K	–	350
2023 Q3	$259K	Sell	3,164 -3,128	-50%	-$256K	0.08%	244
2023 Q2	$518K	Buy	6,292 +2,870	+84%	+$236K	0.09%	226
2023 Q1	$245K	Buy	+3,422	New	+$245K	0.08%	239