Long Island Wealth Management’s Welltower WELL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-21	Closed	-$2K	–	412
2023 Q4	$2K	Buy	+21	New	+$2K	﹤0.01%	371