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Tidemark’s Welltower WELL Stock Holding History

Tidemark’s Portfolio WELL Stock Details WELL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$922 Buy
+6
New +$922 ﹤0.01% 647
2024
Q2 		– Sell
-22
Closed -$2.06K – 721
2024
Q1 		$2.06K Hold
22
– – ﹤0.01% 595
2023
Q4 		$1.98K Buy
+22
New +$1.98K ﹤0.01% 595