Lake Point Wealth Management’s Welltower WELL Stock Holding History

Lake Point Wealth Management’s Portfolio WELL Stock Details WELL Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$13K	Hold
2022 Q1	$15K	Hold
2021 Q4	$13K	Hold
2021 Q3	$13K	Hold
2021 Q2	$13K	Buy
2020 Q1	$10K	Hold
2019 Q4	$17K	Buy
2019 Q2	$21K	Hold
2019 Q1	$21K	Sell
2018 Q4	$372K	Buy