Caitlin John’s Welltower WELL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-1	Closed	-$104	–	932
2024 Q2	$104	Sell	1 -5	-83%	-$520	﹤0.01%	813
2024 Q1	$571	Sell	6 -1	-14%	-$95	﹤0.01%	783
2023 Q4	$638	Buy	+7	New	+$638	﹤0.01%	790