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Navigoe Wealth Management’s Welltower WELL Stock Holding History

Navigoe Wealth Management’s Portfolio WELL Stock Details WELL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$9K Hold
60
– – 0.01% 117
2025
Q1 		$9K Hold
60
– – 0.01% 118
2024
Q4 		$7K Buy
+60
New +$7K 0.01% 124