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Flagship Wealth Advisors’s Welltower WELL Stock Holding History

Flagship Wealth Advisors’s Portfolio WELL Stock Details WELL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$110K Hold
715
– – 0.04% 151
2025
Q1 		$110K Hold
715
– – 0.05% 147
2024
Q4 		$90.1K Buy
+715
New +$90.1K 0.05% 146