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Old Port Advisors’s Welltower WELL Stock Holding History

Old Port Advisors’s Portfolio WELL Stock Details WELL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,314
Closed -$201K – 239
2025
Q1 		$201K Buy
+1,314
New +$201K 0.06% 219