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Gratus Wealth Advisors’s Welltower WELL Stock Holding History

Gratus Wealth Advisors’s Portfolio WELL Stock Details WELL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-2,413
Closed -$218K – 141
2023
Q4 		$218K Buy
+2,413
New +$218K 0.04% 128