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Fourth Dimension Wealth’s Welltower WELL Stock Holding History

Fourth Dimension Wealth’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 		$270K Buy
1,758
+1,647
+1,484% +$253K 0.11% 103
2025
Q1 		$17K Hold
111
– – 0.01% 340
2024
Q4 		$14K Buy
+111
New +$14K 0.01% 374