MW
WELL icon

Milestone Wealth’s Welltower WELL Stock Holding History

Milestone Wealth’s Portfolio WELL Stock Details WELL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q3 		$10K Hold
158
– – 0.01% 173
2022
Q2 		$13K Hold
158
– – 0.01% 159
2022
Q1 		$14K Hold
158
– – 0.01% 199
2021
Q4 		$14K Buy
+158
New +$14K 0.01% 199