SWA
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SOA Wealth Advisors’s Welltower WELL Stock Holding History

SOA Wealth 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
2025
Q2 		$10.4K Buy
10,376
+983
+10% +$983 ﹤0.01% 595
2025
Q1 		$9.39K Buy
+9,393
New +$9.39K ﹤0.01% 566