WR Wealth Planners’s Welltower WELL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	$4.54K	Buy	36 +8	+29%	+$1.01K	﹤0.01%	719
2024 Q3	$3.59K	Hold	28	–	–	﹤0.01%	795
2024 Q2	$2.92K	Buy	28 +14	+100%	+$1.46K	﹤0.01%	810
2024 Q1	$1.31K	Buy	+14	New	+$1.31K	﹤0.01%	937