Financial Life Planners’s Welltower WELL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-13	Closed	-$1.68K	–	398
2024 Q4	$1.68K	Buy	+13	New	+$1.68K	﹤0.01%	337