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Pineridge Advisors’s Welltower WELL Stock Holding History

Pineridge 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
2024
Q2 		– Sell
-1,714
Closed -$160K – 676
2024
Q1 		$160K Buy
1,714
+69
+4% +$6.45K 0.06% 68
2023
Q4 		$148K Buy
+1,645
New +$148K 0.05% 83