Householder Group Estate & Retirement Specialist’s Welltower WELL Stock Holding History

Householder Group Estate & Retirement Specialist’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	–	Sell
2024 Q2	$10K	Sell
2024 Q1	$28K	Sell
2023 Q4	$45K	Hold
2023 Q3	$41K	Buy
2023 Q1	$36K	Hold
2022 Q4	$32K	Hold
2022 Q3	$32K	Buy