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InterOcean Capital Group’s Welltower WELL Stock Holding History

InterOcean Capital Group’s Portfolio WELL Stock Details WELL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		$206K Sell
2,203
-218
-9% -$20.4K ﹤0.01% 453
2023
Q4 		$218K Buy
+2,421
New +$218K 0.01% 429