Williams Jones Wealth Management’s Welltower WELL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-4,440	Closed	-$203K	–	438
2020 Q1	$203K	Sell	4,440 -31,122	-88%	-$1.42M	0.01%	344
2019 Q4	$2.91M	Buy	35,562 +1,050	+3%	+$85.9K	0.06%	146
2019 Q3	$3.13M	Buy	+34,512	New	+$3.13M	0.06%	143