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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$66.5K	Buy
2025 Q2	$2.49K	Hold
2025 Q1	$2.48K	Buy
2024 Q4	$778	Buy