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LM Advisors’s Welltower WELL Stock Holding History

LM 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
2024
Q1 		– Sell
-690
Closed -$62.2K – 697
2023
Q4 		$62.2K Buy
+690
New +$62.2K 0.01% 297