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Sanctuary Advisors’s Welltower WELL Stock Holding History

Sanctuary 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
Q4 		$21.8M Buy
159,160
+5,574
+4% +$765K 0.14% 156
2024
Q3 		$21.2M Buy
153,586
+69,228
+82% +$9.55M 0.13% 159
2024
Q2 		$7.96M Buy
+84,358
New +$7.96M 0.06% 333