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Twelve Points Wealth Management’s Welltower WELL Stock Holding History

Twelve Points Wealth Management’s Portfolio WELL Stock Details WELL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-2,303
Closed -$221K – 177
2022
Q1 		$221K Sell
2,303
-552
-19% -$53K 0.17% 163
2021
Q4 		$245K Buy
+2,855
New +$245K 0.2% 144