TFA
WELL icon

Trinity Financial Advisors’s Welltower WELL Stock Holding History

Trinity Financial Advisors’s Portfolio WELL Stock Details WELL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-3,428
Closed -$281K – 78
2023
Q3 		$281K Buy
+3,428
New +$281K 0.15% 55