Personal Wealth Partners’s Welltower WELL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-48	Closed	-$4K	–	619
2019 Q4	$4K	Hold	48	–	–	﹤0.01%	295
2019 Q3	$4K	Buy	48 +20	+71%	+$1.67K	﹤0.01%	298
2019 Q2	$2K	Buy	+28	New	+$2K	﹤0.01%	288