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Retirement Planning Group (New York)’s Welltower WELL Stock Holding History

Retirement Planning Group (New York)’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 		$381K Hold
2,476
– – 0.33% 52
2025
Q1 		$379K Hold
2,476
– – 0.39% 47
2024
Q4 		$312K Buy
+2,476
New +$312K 0.34% 49