Blue Chip Partners’s Welltower WELL Stock Holding History

Blue Chip Partners’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
2020 Q1	–	Sell
2019 Q4	$12.2M	Buy
2019 Q3	$12.6M	Buy
2019 Q2	$11.1M	Buy
2019 Q1	$10.1M	Buy
2018 Q4	$7.42M	Buy
2018 Q3	–	Sell
2018 Q2	$138K	Sell
2018 Q1	$261K	Buy