Lake Street Advisors Group’s Welltower WELL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	$534K	Sell	4,240 -53	-1%	-$6.68K	0.02%	321
2024 Q3	$550K	Buy	4,293 +236	+6%	+$30.2K	0.03%	314
2024 Q2	$423K	Buy	4,057 +122	+3%	+$12.7K	0.02%	358
2024 Q1	$368K	Buy	3,935 +89	+2%	+$8.32K	0.02%	406
2023 Q4	$347K	Buy	+3,846	New	+$347K	0.02%	403