Ergoteles’s Welltower WELL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-59,419	Closed	-$4.81M	–	843
2023 Q2	$4.81M	Buy	+59,419	New	+$4.81M	0.23%	102
2021 Q3	–	Sell	-3,961	Closed	-$329K	–	1716
2021 Q2	$329K	Buy	+3,961	New	+$329K	0.01%	1029