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Level Financial Advisors’s Welltower WELL Stock Holding History

Level Financial Advisors’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
Q1 		– Sell
-130
Closed -$11K – 288
2021
Q4 		$11K Buy
+130
New +$11K 0.01% 175