Freestone Capital Holdings’s Welltower WELL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-1,019	Closed	-$65.8K	–	1132
2020 Q4	$65.8K	Buy	1,019 +126	+14%	+$8.14K	﹤0.01%	509
2020 Q3	$49.2K	Buy	+893	New	+$49.2K	﹤0.01%	491
2013 Q4	–	Sell	-39,198	Closed	-$2.26M	–	360
2013 Q3	$2.26M	Buy	+39,198	New	+$2.26M	0.4%	45