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Amplius Wealth Advisors’s Welltower WELL Stock Holding History

Amplius Wealth Advisors’s Portfolio WELL Stock Details WELL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-78
Closed -$6K – 920
2021
Q4 		$6K Buy
+78
New +$6K ﹤0.01% 697