ICA Group Wealth Management’s Welltower WELL Stock Holding History

ICA Group Wealth Management’s Portfolio WELL Stock Details WELL Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$103K	Sell
2024 Q1	$107K	Buy
2023 Q4	$100K	Buy
2023 Q3	–	Sell
2023 Q2	$87.7K	Hold
2023 Q1	$77.7K	Hold
2022 Q4	$71.1K	Sell
2022 Q3	$244K	Sell
2022 Q2	$317K	Hold
2022 Q1	$347K	Buy