HZ
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Hixon Zuercher’s Welltower WELL Stock Holding History

Hixon Zuercher’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
-24,861
Closed -$2.03M – 56
2019
Q4 		$2.03M Buy
+24,861
New +$2.03M 1.93% 22