CFM Wealth Partners’s Welltower WELL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-2,525
Closed -$216K 186
2021
Q4
$216K Hold
2,525
0.05% 175
2021
Q3
$208K Buy
+2,525
New +$208K 0.05% 179