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Compass Financial Services’s Welltower WELL Stock Holding History

Compass Financial Services’s Portfolio WELL Stock Details WELL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$7.05K Hold
46
– – ﹤0.01% 217
2025
Q1 		$7K Sell
46
-46
-50% -$7K ﹤0.01% 207
2024
Q4 		$11.6K Buy
+92
New +$11.6K 0.01% 127