DWA
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Delos Wealth Advisors’s Welltower WELL Stock Holding History

Delos Wealth Advisors’s Portfolio WELL Stock Details WELL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-5
Closed -$522 – 359
2024
Q2 		$522 Hold
5
– – ﹤0.01% 296
2024
Q1 		$468 Buy
+5
New +$468 ﹤0.01% 301