Lake Street Private Wealth’s Welltower WELL Stock Holding History

Lake Street Private Wealth’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 Q3	$613K	Sell
2025 Q2	$532K	Buy
2025 Q1	$511K	Sell
2024 Q4	$431K	Hold
2024 Q3	$438K	Sell
2024 Q2	$372K	Sell
2024 Q1	$337K	Sell
2023 Q4	$328K	Buy