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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$314K	Buy
2025 Q2	$270K	Buy
2025 Q1	$17K	Hold
2024 Q4	$14K	Buy