PA
WELL icon

Probity Advisors’s Welltower WELL Stock Holding History

Probity Advisors’s Portfolio WELL Stock Details WELL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,785
Closed -$225K – 239
2024
Q4 		$225K Sell
1,785
-73
-4% -$9.2K 0.04% 215
2024
Q3 		$238K Buy
+1,858
New +$238K 0.05% 209