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Buck Wealth Strategies’s Welltower WELL Stock Holding History

Buck Wealth Strategies’s Portfolio WELL Stock Details WELL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-36
Closed -$2.91K – 345
2023
Q3 		$2.91K Buy
36
+1
+3% +$81 ﹤0.01% 281
2023
Q2 		$2.85K Hold
35
– – ﹤0.01% 223
2023
Q1 		$2.51K Buy
+35
New +$2.51K ﹤0.01% 172