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Mount Yale Investment Advisors’s Welltower WELL Stock Holding History

Mount Yale Investment 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 		$148K Buy
+965
New +$148K 0.01% 595
2018
Q2 		– Sell
-79
Closed -$4K – 997
2018
Q1 		$4K Buy
+79
New +$4K ﹤0.01% 893