Loveless 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 Q4	–	Sell	-4,050	Closed	-$223K	–	119
2020 Q3	$223K	Hold	4,050	–	–	0.19%	103
2020 Q2	$210K	Buy	+4,050	New	+$210K	0.2%	108
2020 Q1	–	Sell	-4,050	Closed	-$330K	–	112
2019 Q4	$330K	Buy	+4,050	New	+$330K	0.28%	88