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Circle Wealth Management’s Welltower WELL Stock Holding History

Circle Wealth Management’s Portfolio WELL Stock Details WELL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-2,279
Closed -$207K – 196
2019
Q3 		$207K Buy
+2,279
New +$207K 0.04% 158