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Geller Advisors’s Welltower WELL Stock Holding History

Geller Advisors’s Portfolio WELL Stock Details WELL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$241K Buy
1,911
+69
+4% +$8.7K 0.02% 229
2024
Q3 		$236K Buy
+1,842
New +$236K 0.02% 234
2023
Q3 		– Sell
-2,491
Closed -$201K – 270
2023
Q2 		$201K Buy
+2,491
New +$201K 0.03% 247