Creative Financial Designs’s Welltower WELL Stock Holding History

Creative Financial Designs’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	$92K	Buy	599 +16	+3%	+$2.46K	0.01%	686
2025 Q1	$89.3K	Buy	583 +44	+8%	+$6.74K	0.01%	648
2024 Q4	$67.9K	Sell	539 -20	-4%	-$2.52K	0.01%	700
2024 Q3	$71.5K	Sell	559 -33	-6%	-$4.22K	0.01%	679
2024 Q2	$61.7K	Hold	592	–	–	0.01%	704
2024 Q1	$55.3K	Sell	592 -842	-59%	-$78.6K	0.01%	706
2023 Q4	$129K	Buy	1,434 +210	+17%	+$18.9K	0.01%	486
2023 Q3	$100K	Hold	1,224	–	–	0.01%	490
2023 Q2	$99K	Buy	1,224 +81	+7%	+$6.55K	0.01%	492
2023 Q1	$81.9K	Sell	1,143 -92	-7%	-$6.59K	0.01%	494
2022 Q4	$81K	Hold	1,235	–	–	0.01%	484
2022 Q3	$79K	Buy	1,235 +1	+0.1%	+$64	0.01%	482
2022 Q2	$102K	Sell	1,234 -37	-3%	-$3.06K	0.02%	437
2022 Q1	$122K	Hold	1,271	–	–	0.02%	398
2021 Q4	$109K	Buy	1,271 +572	+82%	+$49.1K	0.02%	426
2021 Q3	$58K	Hold	699	–	–	0.01%	578
2021 Q2	$58K	Hold	699	–	–	0.01%	567
2021 Q1	$50K	Hold	699	–	–	0.01%	567
2020 Q4	$45K	Buy	699 +300	+75%	+$19.3K	0.01%	536
2020 Q3	$22K	Hold	399	–	–	0.01%	640
2020 Q2	$21K	Sell	399 -3,828	-91%	-$201K	0.01%	597
2020 Q1	$194K	Buy	4,227 +368	+10%	+$16.9K	0.1%	126
2019 Q4	$309K	Buy	3,859 +43	+1%	+$3.44K	0.14%	118
2019 Q3	$343K	Buy	3,816 +518	+16%	+$46.6K	0.18%	100
2019 Q2	$281K	Buy	3,298 +1,058	+47%	+$90.1K	0.15%	112
2019 Q1	$174K	Buy	2,240 +1,951	+675%	+$152K	0.1%	128
2018 Q4	$20K	Hold	289	–	–	0.01%	278
2018 Q3	$19K	Hold	289	–	–	0.01%	348
2018 Q2	$18K	Hold	289	–	–	0.01%	381
2018 Q1	$16K	Sell	289 -1,938	-87%	-$107K	0.01%	362
2017 Q4	$142K	Sell	2,227 -1,208	-35%	-$77K	0.1%	140
2017 Q3	$241K	Sell	3,435 -16	-0.5%	-$1.12K	0.14%	123
2017 Q2	$258K	Sell	3,451 -269	-7%	-$20.1K	0.17%	117
2017 Q1	$263K	Buy	3,720 +562	+18%	+$39.7K	0.19%	116
2016 Q4	$211K	Buy	+3,158	New	+$211K	0.17%	116