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Sugar Maple Asset Management’s Welltower WELL Stock Holding History

Sugar Maple Asset Management’s Portfolio WELL Stock Details WELL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-5
Closed -$630 – 464
2024
Q4 		$630 Buy
+5
New +$630 ﹤0.01% 318