BBJS Financial Advisors’s Welltower WELL Stock Holding History

BBJS Financial Advisors’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
2024 Q2	–	Sell
2024 Q1	$138	Hold
2023 Q4	$132	Sell
2023 Q3	$230	Sell
2023 Q2	$344	Sell
2023 Q1	$639K	Buy
2022 Q4	$438K	Buy