CWM
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Crowley Wealth Management’s Welltower WELL Stock Holding History

Crowley Wealth Management’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 		$8.46K Hold
55
– – 0.01% 282
2025
Q1 		$8.43K Hold
55
– – 0.01% 273
2024
Q4 		$6.93K Buy
+55
New +$6.93K 0.01% 296