Formula Growth’s Welltower WELL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-21,619	Closed	-$1.95M	–	144
2023 Q4	$1.95M	Buy	21,619 +3,600	+20%	+$325K	0.62%	72
2023 Q3	$1.48M	Sell	18,019 -293	-2%	-$24K	0.5%	77
2023 Q2	$1.48M	Buy	+18,312	New	+$1.48M	0.47%	78