Symphony Financial’s Welltower WELL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-8,778	Closed	-$541K	–	200
2020 Q4	$541K	Sell	8,778 -1,232	-12%	-$75.9K	0.19%	87
2020 Q3	$551K	Buy	10,010 +211	+2%	+$11.6K	0.22%	71
2020 Q2	$507K	Buy	+9,799	New	+$507K	0.25%	75