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WFA of San Diego’s Welltower WELL Stock Holding History

WFA of San Diego’s Portfolio WELL Stock Details WELL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-100
Closed -$6.56K – 434
2022
Q4 		$6.56K Buy
+100
New +$6.56K 0.01% 391
2022
Q3 		– Sell
-100
Closed -$8K – 400
2022
Q2 		$8K Buy
+100
New +$8K 0.01% 293