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Custom Index Systems’s Welltower WELL Stock Holding History

Custom Index Systems’s Portfolio WELL Stock Details WELL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$805K Sell
5,234
-4,741
-48% -$729K 0.38% 78
2025
Q1 		$1.53M Buy
9,975
+8,313
+500% +$1.27M 0.77% 21
2024
Q4 		$209K Buy
+1,662
New +$209K 0.11% 236