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MJT & Associates Financial Advisory’s Welltower WELL Stock Holding History

MJT & Associates Financial Advisory’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 		$17.5K Buy
114
+77
+208% +$11.8K 0.02% 158
2025
Q1 		$5.67K Buy
+37
New +$5.67K 0.01% 288