SYSTM Wealth Solutions’s Welltower WELL Stock Holding History

SYSTM Wealth 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
2024 Q3	–	Sell
2024 Q2	$151K	Sell
2024 Q1	$182K	Sell
2023 Q4	$190K	Sell
2023 Q3	$201K	Buy