Zynergy Retirement Planning’s Welltower WELL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-216	Closed	-$27.2K	–	111
2025 Q1	$27.2K	Buy	+216	New	+$27.2K	0.02%	57