GoalVest Advisory’s Welltower WELL Stock Holding History

GoalVest Advisory’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 Q2	–	Sell
2025 Q1	$1.53K	Buy
2022 Q2	–	Sell
2022 Q1	$1K	Buy
2021 Q2	$451K	Sell
2021 Q1	$754K	Buy
2020 Q4	$310K	Buy