Kingswood Wealth Advisors’s Welltower WELL Stock Holding History

Kingswood Wealth Advisors’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	$475K	Buy
2025 Q1	$473K	Sell
2024 Q4	$512K	Buy
2024 Q3	–	Sell
2024 Q2	$489K	Buy
2024 Q1	–	Sell
2023 Q4	$550K	Sell
2023 Q3	$557K	Buy