GYL Financial Synergies’s Welltower WELL Stock Holding History

GYL Financial Synergies’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
2024 Q3	$2.39M	Sell
2024 Q2	$1.99M	Buy
2024 Q1	$1.74M	Sell
2023 Q4	$1.69M	Sell
2023 Q3	$1.59M	Buy
2023 Q2	$1.57M	Buy