First Affirmative Financial Network’s Welltower WELL Stock Holding History

First Affirmative Financial Network’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 Q1	$289K	Sell
2024 Q4	$267K	Buy
2024 Q3	$235K	Buy
2022 Q3	–	Sell
2022 Q2	$240K	Sell
2022 Q1	$304K	Sell
2021 Q4	$273K	Buy
2021 Q3	$249K	Buy