Trivium Point Advisory’s Welltower WELL Stock Holding History

Trivium Point Advisory’s Portfolio WELL Stock Details WELL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell
2019 Q4	$1.65M	Buy
2019 Q3	$1.84M	Sell
2019 Q2	$1.67M	Buy
2019 Q1	$1.55M	Sell
2018 Q4	$1.9M	Buy