Livelsberger Financial Advisory’s Welltower WELL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-3,678	Closed	-$383K	–	87
2024 Q2	$383K	Buy	3,678 +15	+0.4%	+$1.56K	5.72%	6
2024 Q1	$364K	Sell	3,663 -151	-4%	-$15K	4.31%	7
2023 Q4	$344K	Buy	+3,814	New	+$344K	0.31%	59