FM
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Family Management’s Welltower WELL Stock Holding History

Family Management’s Portfolio WELL Stock Details WELL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-2,666
Closed -$218K – 197
2019
Q4 		$218K Buy
+2,666
New +$218K 0.08% 137