Truvestments Capital’s Welltower WELL Stock Holding History

Truvestments Capital’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	$37.7K	Sell
2025 Q1	$41.5K	Buy
2020 Q2	–	Sell
2020 Q1	$35K	Buy
2019 Q4	–	Sell
2019 Q3	$84K	Buy
2019 Q2	$68K	Sell
2019 Q1	$74K	Buy
2018 Q3	$77K	Buy