Granite Bay Wealth Management’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	-4,740	Closed	-$406K	–	288
2023 Q4	$406K	Sell	4,740 -14,420	-75%	-$1.24M	﹤0.01%	263
2023 Q3	$1.58M	Buy	+19,160	New	+$1.58M	0.02%	184