WR Wealth Planners’s Welltower WELL Stock Holding History

WR Wealth Planners’s Portfolio WELL Stock Details WELL Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$4.54K	Buy
2024 Q3	$3.58K	Hold
2024 Q2	$2.92K	Buy
2024 Q1	$1.31K	Buy