TWD
WELL icon

True Wealth Design’s Welltower WELL Stock Holding History

True Wealth Design’s Portfolio WELL Stock Details WELL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$2.49K Hold
16
– – ﹤0.01% 1090
2025
Q1 		$2.48K Buy
16
+10
+167% +$1.55K ﹤0.01% 932
2024
Q4 		$778 Buy
+6
New +$778 ﹤0.01% 1002