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Winnow Wealth’s Welltower WELL Stock Holding History

Winnow Wealth’s Portfolio WELL Stock Details WELL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-11
Closed -$1.56K – 677
2025
Q1 		$1.56K Buy
11
+4
+57% +$568 ﹤0.01% 341
2024
Q4 		$864 Buy
+7
New +$864 ﹤0.01% 354