SPWM
WELL icon

Spartan Planning & Wealth Management’s Welltower WELL Stock Holding History

Spartan Planning & Wealth Management’s Portfolio WELL Stock Details WELL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		$62.4K Sell
692
-1,677
-71% -$151K 0.07% 124
2023
Q3 		$194K Buy
+2,369
New +$194K 0.23% 63