Dakota Wealth Management’s Welltower WELL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-9,336	Closed	-$1.2M	–	794
2024 Q3	$1.2M	Buy	9,336 +1,381	+17%	+$177K	0.03%	336
2024 Q2	$829K	Buy	7,955 +1,030	+15%	+$107K	0.02%	401
2024 Q1	$647K	Buy	6,925 +1,367	+25%	+$128K	0.02%	455
2023 Q4	$501K	Buy	+5,558	New	+$501K	0.02%	415