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RFG - Bristol Wealth Advisors’s Welltower WELL Stock Holding History

RFG - Bristol Wealth Advisors’s Portfolio WELL Stock Details WELL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.42M Sell
9,256
-280
-3% -$43K 0.44% 51
2025
Q1 		$1.46M Sell
9,536
-123
-1% -$18.8K 0.49% 41
2024
Q4 		$1.22M Buy
+9,659
New +$1.22M 0.4% 57