Wealthstreet Investment Advisors’s Welltower WELL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-13,750	Closed	-$985K	–	325
2021 Q1	$985K	Hold	13,750	–	–	0.1%	171
2020 Q4	$889K	Buy	13,750 +2,000	+17%	+$121K	0.09%	173
2020 Q3	$647K	Buy	11,750 +3,000	+34%	+$165K	0.07%	193
2020 Q2	$453K	Sell	8,750 -550	-6%	-$27K	0.06%	224
2020 Q1	$426K	Sell	9,300 -404	-4%	-$29.8K	0.06%	208
2019 Q4	$794K	Hold	9,704	–	–	0.09%	177
2019 Q3	$868K	Hold	9,704	–	–	0.11%	155
2019 Q2	$791K	Buy	9,704 +150	+2%	+$11.8K	0.1%	166
2019 Q1	$741K	Hold	9,554	–	–	0.1%	172
2018 Q4	$721K	Hold	9,554	–	–	0.1%	172
2018 Q3	$615K	Sell	9,554 -475	-5%	-$30.7K	0.08%	215
2018 Q2	$629K	Buy	10,029 +400	+4%	+$22.3K	0.08%	210
2018 Q1	$524K	Hold	9,629	–	–	0.07%	227
2017 Q4	$614K	Buy	+9,629	New	+$646K	0.07%	207