Institute for Wealth Management’s Welltower WELL Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-2,490	Closed	-$204K	–	673
2019 Q4	$204K	Buy	2,490 +104	+4%	+$8.52K	0.05%	418
2019 Q3	$216K	Sell	2,386 -228	-9%	-$20.6K	0.05%	383
2019 Q2	$213K	Buy	+2,614	New	+$213K	0.05%	422