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TruNorth Capital Management’s Welltower WELL Stock Holding History

TruNorth Capital Management’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 		$40.1K Hold
261
– – 0.01% 185
2025
Q1 		$40K Hold
261
– – 0.01% 238
2024
Q4 		$32.9K Hold
261
– – 0.01% 191
2024
Q3 		$33.4K Hold
261
– – 0.01% 186
2024
Q2 		$27.2K Buy
+261
New +$27.2K 0.01% 179