Patton Albertson Miller Group’s Welltower WELL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-6,195	Closed	-$284K	–	220
2020 Q1	$284K	Sell	6,195 -1,020	-14%	-$46.8K	0.1%	182
2019 Q4	$590K	Hold	7,215	–	–	0.15%	141
2019 Q3	$654K	Hold	7,215	–	–	0.19%	132
2019 Q2	$637K	Buy	+7,215	New	+$637K	0.18%	136