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Strategic Asset Management’s Welltower WELL Stock Holding History

Strategic Asset 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
2022
Q3 		$19K Hold
300
– – 0.03% 259
2022
Q2 		$25K Hold
300
– – 0.04% 237
2022
Q1 		$29K Hold
300
– – 0.04% 232
2021
Q4 		$26K Hold
300
– – 0.04% 247
2021
Q3 		$25K Buy
+300
New +$25K 0.04% 235