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CWS Financial Advisors’s Welltower WELL Stock Holding History

CWS Financial Advisors’s Portfolio WELL Stock Details WELL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-892
Closed -$73.1K – 177
2023
Q3 		$73.1K Buy
+892
New +$73.1K 0.03% 155