Tilt Investment Management Holdings’s Welltower WELL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	$205K	Sell	2,268 -8,769	-79%	-$791K	0.22%	109
2023 Q3	$904K	Buy	11,037 +2,676	+32%	+$219K	0.65%	44
2023 Q2	$676K	Buy	8,361 +2,414	+41%	+$195K	0.45%	66
2023 Q1	$404K	Buy	5,947 +320	+6%	+$21.7K	0.3%	96
2022 Q4	$369K	Buy	+5,627	New	+$369K	0.31%	98