HWM
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Horizons Wealth Management’s Welltower WELL Stock Holding History

Horizons Wealth Management’s Portfolio WELL Stock Details WELL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-114
Closed -$9.21K – 212
2023
Q2 		$9.21K Buy
+114
New +$9.21K 0.01% 153