Fiduciary Alliance’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	-9	Closed	-$728	–	949
2023 Q2	$728	Buy	+9	New	+$728	﹤0.01%	898
2023 Q1	–	Sell	-9	Closed	-$590	–	870
2022 Q4	$590	Buy	+9	New	+$590	﹤0.01%	836