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Heritage Trust’s Welltower WELL Stock Holding History

Heritage Trust’s Portfolio WELL Stock Details WELL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-3,182
Closed -$262K – 245
2022
Q2 		$262K Hold
3,182
– – 0.04% 226
2022
Q1 		$306K Buy
+3,182
New +$306K 0.04% 210