Trifecta Capital Advisors’s Welltower WELL Stock Holding History

Trifecta Capital Advisors’s Portfolio WELL Stock Details WELL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.31K	Hold
2025 Q1	$2.3K	Hold
2024 Q4	$1.89K	Hold
2024 Q3	$1.92K	Hold
2024 Q2	$1.56K	Hold
2024 Q1	$1.4K	Hold
2023 Q4	$1.35K	Buy