Strategic Investment Solutions’s Welltower WELL Stock Holding History

Strategic Investment Solutions’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
2025 Q2	–	Sell
2025 Q1	$7.81K	Sell
2024 Q4	$18.4K	Hold
2024 Q3	$26.2K	Hold
2024 Q2	$22.8K	Buy
2023 Q4	$18.4K	Buy
2023 Q2	–	Sell
2023 Q1	$14.7K	Buy