Widmann Financial Services’s Welltower WELL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-1,029	Closed	-$107K	–	134
2024 Q2	$107K	Buy	+1,029	New	+$107K	0.09%	126
2022 Q1	–	Sell	-546	Closed	-$46K	–	459
2021 Q4	$46K	Buy	+546	New	+$46K	0.04%	190