Financial Architects (New Jersey)’s Welltower WELL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-451	Closed	-$23K	–	770
2020 Q2	$23K	Sell	451 -500	-53%	-$24.6K	0.01%	529
2020 Q1	$44K	Hold	951	–	–	0.01%	406
2019 Q4	$78K	Buy	951 +200	+27%	+$17.1K	0.02%	366
2019 Q3	$68K	Buy	751 +51	+7%	+$4.44K	0.02%	387
2019 Q2	$57K	Sell	700 -50	-7%	-$3.93K	0.01%	489
2019 Q1	$58K	Buy	750 +2	+0.3%	+$150	0.01%	573
2018 Q4	$52K	Hold	748	–	–	0.01%	539
2018 Q3	$48K	Sell	748 -306	-29%	-$19.8K	0.01%	652
2018 Q2	$66K	Sell	1,054 -15	-1%	-$836	0.01%	494
2018 Q1	$58K	Buy	1,069 +54	+5%	+$3.05K	0.01%	575
2017 Q4	$65K	Sell	1,015 -31	-3%	-$2.08K	0.01%	602
2017 Q3	$73K	Hold	1,046	–	–	0.01%	572
2017 Q2	$78K	Hold	1,046	–	–	0.02%	548
2017 Q1	$75K	Sell	1,046 -24	-2%	-$1.62K	0.01%	546
2016 Q4	$72K	Buy	1,070 +6	+0.6%	+$397	0.02%	474
2016 Q3	$79K	Sell	1,064 -9	-0.8%	-$689	0.02%	447
2016 Q2	$81K	Buy	1,073 +373	+53%	+$26.5K	0.02%	418
2016 Q1	$49K	Buy	+700	New	+$45.1K	0.02%	406
2015 Q3	–	Sell	-1,371	Closed	-$90K	–	937
2015 Q2	$90K	Sell	1,371 -732	-35%	-$52.5K	0.03%	321
2015 Q1	$163K	Buy	2,103 +300	+17%	+$23.6K	0.06%	225
2014 Q4	$136K	Buy	1,803 +353	+24%	+$25.2K	0.06%	213
2014 Q3	$90K	Sell	1,450 -50	-3%	-$3.23K	0.04%	241
2014 Q2	$94K	Buy	+1,500	New	+$94.4K	0.05%	238
2013 Q4	–	Sell	-2,245	Closed	-$141K	–	568
2013 Q3	$141K	Sell	2,245 -207	-8%	-$13.2K	0.09%	152
2013 Q2	$165K	Buy	+2,452	New	+$174K	0.12%	124