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Avalon Trust’s Welltower WELL Stock Holding History

Avalon Trust’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 		– Sell
-517
Closed -$79.2K – 469
2025
Q1 		$79.2K Buy
+517
New +$79.2K 0.01% 208