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Turtle Creek Wealth Advisors’s Welltower WELL Stock Holding History

Turtle Creek Wealth Advisors’s Portfolio WELL Stock Details WELL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$223K Buy
+1,452
New +$223K 0.03% 251
2024
Q1 		– Sell
-545
Closed -$49.1K – 819
2023
Q4 		$49.1K Buy
+545
New +$49.1K 0.01% 270