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Sierra Ocean’s Welltower WELL Stock Holding History

Sierra Ocean’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 		$39.8K Buy
258
+13
+5% +$2K 0.03% 218
2025
Q1 		$37.7K Buy
245
+25
+11% +$3.84K 0.03% 211
2024
Q4 		$27.8K Buy
+220
New +$27.8K 0.02% 248