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Genesis Wealth Advisors’s Welltower WELL Stock Holding History

Genesis Wealth Advisors’s Portfolio WELL Stock Details WELL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-2,000
Closed -$153K – 477
2014
Q4 		$153K Buy
+2,000
New +$153K 0.12% 86