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Linscomb Wealth’s Welltower WELL Stock Holding History

Linscomb Wealth’s Portfolio WELL Stock Details WELL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-2,238
Closed -$203K – 420
2019
Q3 		$203K Buy
+2,238
New +$203K 0.02% 265