Ironwood Financial’s Welltower WELL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-33	Closed	-$3K	–	544
2021 Q3	$3K	Hold	33	–	–	﹤0.01%	488
2021 Q2	$3K	Hold	33	–	–	﹤0.01%	487
2021 Q1	$2K	Hold	33	–	–	﹤0.01%	500
2020 Q4	$2K	Hold	33	–	–	﹤0.01%	453
2020 Q3	$2K	Hold	33	–	–	﹤0.01%	401
2020 Q2	$2K	Hold	33	–	–	﹤0.01%	376
2020 Q1	$2K	Hold	33	–	–	﹤0.01%	327
2019 Q4	$3K	Hold	33	–	–	﹤0.01%	337
2019 Q3	$3K	Hold	33	–	–	﹤0.01%	340
2019 Q2	$3K	Hold	33	–	–	﹤0.01%	340
2019 Q1	$3K	Hold	33	–	–	﹤0.01%	337
2018 Q4	$2K	Hold	33	–	–	﹤0.01%	344
2018 Q3	$2K	Hold	33	–	–	﹤0.01%	340
2018 Q2	$2K	Hold	33	–	–	﹤0.01%	262
2018 Q1	$2K	Hold	33	–	–	﹤0.01%	235
2017 Q4	$2K	Hold	33	–	–	﹤0.01%	240
2017 Q3	$2K	Hold	33	–	–	﹤0.01%	247
2017 Q2	$2K	Hold	33	–	–	﹤0.01%	247
2017 Q1	$2K	Hold	33	–	–	﹤0.01%	246
2016 Q4	$2K	Hold	33	–	–	﹤0.01%	246
2016 Q3	$2K	Hold	33	–	–	﹤0.01%	249
2016 Q2	$3K	Hold	33	–	–	﹤0.01%	239
2016 Q1	$2K	Buy	+33	New	+$2K	﹤0.01%	258
2015 Q3	$2K	Hold	33	–	–	﹤0.01%	340
2015 Q2	$2K	Hold	33	–	–	﹤0.01%	306
2015 Q1	$3K	Hold	33	–	–	﹤0.01%	283
2014 Q4	$2K	Buy	+33	New	+$2K	﹤0.01%	259