MorganRosel Wealth Management’s Welltower WELL Stock Holding History

MorganRosel Wealth Management’s Portfolio WELL Stock Details WELL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$20K	Hold
2025 Q1	$19.9K	Buy