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Financial Partners Group (Kansas)’s Welltower WELL Stock Holding History

Financial Partners Group (Kansas)’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
Q4 		– Sell
-7,529
Closed -$415K – 133
2020
Q3 		$415K Buy
+7,529
New +$415K 0.14% 65