Stonebridge Financial Planning Group’s Welltower WELL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-284	Closed	-$15K	–	411
2020 Q2	$15K	Buy	284 +2	+0.7%	+$106	0.01%	281
2020 Q1	$15K	Buy	+282	New	+$15K	0.02%	271