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SMART Wealth’s Welltower WELL Stock Holding History

SMART 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
2025
Q2 		$521K Buy
3,388
+706
+26% +$109K 0.16% 105
2025
Q1 		$411K Buy
+2,682
New +$411K 0.15% 107