SpiderRock Advisors’s Welltower WELL Stock Holding History

SpiderRock Advisors’s Portfolio WELL Stock Details WELL Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$587K	Buy
2024 Q2	$451K	Sell
2024 Q1	$404K	Buy
2023 Q2	–	Hold
2023 Q1	–	Hold
2022 Q4	–	Hold
2017 Q4	–	Hold
2017 Q3	–	Hold
2017 Q2	–	Hold
2017 Q1	–	Hold