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Stableford Capital II’s Welltower WELL Stock Holding History

Stableford Capital II’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 		$911K Sell
5,640
-85
-1% -$13.7K 0.34% 91
2025
Q1 		$843K Buy
+5,725
New +$843K 0.36% 77