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Alteri Wealth’s Welltower WELL Stock Holding History

Alteri Wealth’s Portfolio WELL Stock Details WELL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$887K Sell
5,772
-1,148
-17% -$176K 0.34% 69
2025
Q1 		$1.06M Sell
6,920
-256
-4% -$39.2K 0.47% 53
2024
Q4 		$904K Buy
+7,176
New +$904K 0.25% 60