MSWA
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Marshall & Sterling Wealth Advisors’s Welltower WELL Stock Holding History

Marshall & Sterling Wealth Advisors’s Portfolio WELL Stock Details WELL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$9.99K Sell
65
-20
-24% -$3.08K 0.01% 329
2025
Q1 		$13K Buy
+85
New +$13K 0.01% 286