Harvest Investment Services’s Welltower WELL Stock Holding History

Harvest Investment Services’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	$1.45M	Buy
2025 Q1	$585K	Buy
2020 Q4	–	Sell
2020 Q3	$239K	Sell
2020 Q2	$229K	Sell
2020 Q1	$207K	Buy
2019 Q4	–	Sell
2019 Q3	$340K	Buy
2019 Q2	$305K	Sell
2019 Q1	$335K	Buy
2018 Q4	$321K	Buy