Vahanian & Associates Financial Planning’s Welltower WELL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-2,227	Closed	-$214K	–	63
2022 Q1	$214K	Sell	2,227 -3,854	-63%	-$370K	0.49%	55
2021 Q4	$522K	Buy	+6,081	New	+$522K	0.42%	64