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Surevest’s Welltower WELL Stock Holding History

Surevest’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 		$13K Hold
208
– – ﹤0.01% 271
2022
Q2 		$17K Hold
208
– – ﹤0.01% 276
2022
Q1 		$20K Hold
208
– – ﹤0.01% 245
2021
Q4 		$18K Buy
+208
New +$18K ﹤0.01% 255