Valley Wealth Managers’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	-500	Closed	-$32K	–	503
2022 Q3	$32K	Hold	500	–	–	﹤0.01%	264
2022 Q2	$41K	Buy	+500	New	+$41K	﹤0.01%	261
2017 Q2	–	Sell	-1,600	Closed	-$113K	–	180
2017 Q1	$113K	Buy	+1,600	New	+$113K	0.02%	124