Sheets Smith Wealth Management’s Welltower WELL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-2,327	Closed	-$224K	–	352
2022 Q1	$224K	Buy	+2,327	New	+$202K	0.03%	323
2020 Q1	–	Sell	-9,852	Closed	-$806K	–	331
2019 Q4	$806K	Sell	9,852 -325	-3%	-$27.8K	0.15%	144
2019 Q3	$923K	Sell	10,177 -772	-7%	-$67.2K	0.19%	129
2019 Q2	$893K	Buy	10,949 +16	+0.1%	+$1.26K	0.18%	135
2019 Q1	$848K	Buy	10,933 +82	+0.8%	+$6.15K	0.18%	137
2018 Q4	$753K	Buy	10,851 +86	+0.8%	+$5.85K	0.2%	128
2018 Q3	$692K	Buy	10,765 +98	+0.9%	+$6.33K	0.14%	173
2018 Q2	$669K	Buy	10,667 +917	+9%	+$51.1K	0.16%	158
2018 Q1	$531K	Buy	9,750 +887	+10%	+$50.1K	0.13%	178
2017 Q4	$565K	Buy	+8,863	New	+$595K	0.13%	182