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Mechanics Financial Corp’s Welltower WELL Stock Holding History

Mechanics Financial Corp’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 		$61.5K Hold
400
– – 0.03% 165
2025
Q1 		$61.3K Hold
400
– – 0.03% 164
2024
Q4 		$50.4K Hold
400
– – 0.02% 167
2024
Q3 		$51.2K Buy
+400
New +$51.2K 0.02% 162