Lenox Wealth Management’s Welltower WELL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2020 Q2	$1K	Sell	24 -24	-50%	-$1K	﹤0.01%	714
2020 Q1	$2K	Buy	+48	New	+$2K	﹤0.01%	629
2019 Q1	–	Sell	-1,167	Closed	-$63K	–	711
2018 Q4	$63K	Buy	1,167 +1,082	+1,273%	+$58.4K	0.02%	199
2018 Q3	$5K	Buy	+85	New	+$5K	﹤0.01%	508