RegentAtlantic Capital’s Welltower WELL Stock Holding History

RegentAtlantic Capital’s Portfolio WELL Stock Details WELL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$344K	Buy
2022 Q2	$262K	Sell
2022 Q1	$308K	Sell
2021 Q4	$298K	Buy
2021 Q3	$272K	Buy
2021 Q2	$227K	Buy
2020 Q4	–	Sell
2020 Q3	$242K	Buy
2015 Q1	–	Sell
2014 Q4	$1.01K	Buy