Lake Street Advisors Group’s Welltower WELL Stock Holding History

Lake Street Advisors Group’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 Q4	$534K	Sell
2024 Q3	$550K	Buy
2024 Q2	$423K	Buy
2024 Q1	$368K	Buy
2023 Q4	$347K	Buy