Cassady Schiller Wealth Management’s Welltower WELL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	$3.15K	Buy	+25	New	+$3.15K	﹤0.01%	495
2022 Q1	–	Sell	-14	Closed	-$1K	–	600
2021 Q4	$1K	Buy	+14	New	+$1K	﹤0.01%	526