Dynamic Advisor Solutions’s Welltower WELL Stock Holding History

Dynamic Advisor Solutions’s Portfolio WELL Stock Details WELL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$345K	Buy
2025 Q2	$287K	Buy
2025 Q1	$269K	Buy
2024 Q4	–	Sell
2024 Q3	$402K	Buy
2024 Q2	$321K	Sell
2024 Q1	$347K	Buy
2023 Q4	$320K	Buy
2023 Q3	$266K	Buy
2020 Q3	–	Sell
2020 Q2	$633K	Buy