Clean Yield Group’s Welltower WELL Stock Holding History

Clean Yield Group’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 Q2	$1.69K	Hold
2025 Q1	$1.69K	Hold
2024 Q4	$1.39K	Hold
2024 Q3	$1.41K	Buy
2023 Q2	–	Sell
2023 Q1	$4.52K	Hold
2022 Q4	$4.13K	Hold
2022 Q3	$4K	Buy