Bar Harbor Wealth Management’s Welltower WELL Stock Holding History

Bar Harbor Wealth Management’s Portfolio WELL Stock Details WELL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$218K	Buy
2025 Q2	–	Sell
2025 Q1	$210K	Buy
2017 Q1	–	Sell
2016 Q4	$238K	Sell
2016 Q3	$268K	Hold
2016 Q2	$273K	Buy
2016 Q1	$212K	Buy