Executive Wealth Management’s Welltower WELL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-110	Closed	-$9K	–	795
2019 Q2	$9K	Buy	110 +19	+21%	+$1.56K	﹤0.01%	632
2019 Q1	$7K	Sell	91 -16	-15%	-$1.23K	﹤0.01%	610
2018 Q4	$7K	Buy	+107	New	+$7K	﹤0.01%	632