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Insight Wealth Strategies’s Welltower WELL Stock Holding History

Insight Wealth Strategies’s Portfolio WELL Stock Details WELL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-2,976
Closed -$243K – 197
2019
Q4 		$243K Buy
+2,976
New +$243K 0.05% 180