NBW Capital’s Welltower WELL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-2,255	Closed	-$235K	–	116
2024 Q2	$235K	Sell	2,255 -335	-13%	-$34.9K	0.05%	89
2024 Q1	$242K	Buy	+2,590	New	+$242K	0.05%	94