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Donoghue Forlines’s Welltower WELL Stock Holding History

Donoghue Forlines’s Portfolio WELL Stock Details WELL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-15,281
Closed -$2.34M – 145
2025
Q1 		$2.34M Sell
15,281
-1,334
-8% -$204K 0.74% 26
2024
Q4 		$2.09M Buy
+16,615
New +$2.09M 0.7% 18