Livelsberger Financial Advisory’s Welltower WELL Stock Holding History

Livelsberger Financial Advisory’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
2024 Q3	–	Sell
2024 Q2	$383K	Buy
2024 Q1	$364K	Sell
2023 Q4	$344K	Buy