EdgeRock Capital’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	-186	Closed	-$19.4K	–	286
2024 Q2	$19.4K	Buy	+186	New	+$19.4K	0.02%	178
2024 Q1	–	Sell	-144	Closed	-$12.7K	–	303
2023 Q4	$12.7K	Buy	+144	New	+$12.7K	0.01%	208