Roxbury Financial’s Welltower WELL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$30.1K	Buy	196 +7	+4%	+$1.08K	0.03%	213
2025 Q1	$29K	Buy	189 +1	+0.5%	+$153	0.03%	210
2024 Q4	$26.1K	Buy	+188	New	+$26.1K	0.03%	221