Stonehage Fleming Financial Services’s Welltower WELL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-325	Closed	-$20K	–	201
2022 Q3	$20K	Hold	325	–	–	﹤0.01%	165
2022 Q2	$27K	Buy	+325	New	+$27K	﹤0.01%	217