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Simplicity Wealth’s Welltower WELL Stock Holding History

Simplicity Wealth’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
Q3 		– Sell
-12,155
Closed -$1.27M – 1218
2024
Q2 		$1.27M Buy
12,155
+113
+0.9% +$11.8K 0.03% 460
2024
Q1 		$1.13M Buy
+12,042
New +$1.13M 0.03% 483