Winthrop Partners - WNY’s Welltower WELL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-225	Closed	-$14.5K	–	258
2018 Q3	$14.5K	Hold	225	–	–	0.01%	223
2018 Q2	$14.1K	Buy	225 +50	+29%	+$3.13K	0.01%	240
2018 Q1	$94K	Buy	+175	New	+$94K	0.07%	165