Daymark Wealth Partners’s Welltower WELL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$279K	Sell	1,814 -48	-3%	-$7.38K	0.01%	462
2025 Q1	$285K	Buy	1,862 +97	+5%	+$14.9K	0.01%	422
2024 Q4	$222K	Buy	1,765 +8	+0.5%	+$1.01K	0.01%	464
2024 Q3	$225K	Buy	+1,757	New	+$225K	0.01%	485