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Echo Wealth Management’s Welltower WELL Stock Holding History

Echo Wealth Management’s Portfolio WELL Stock Details WELL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,000
Closed -$252K – 52
2024
Q4 		$252K Hold
2,000
– – 0.17% 42
2024
Q3 		$249K Hold
2,000
– – 0.17% 42
2024
Q2 		$209K Buy
+2,000
New +$209K 0.16% 44