MWM
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MBE Wealth Management’s Welltower WELL Stock Holding History

MBE Wealth Management’s Portfolio WELL Stock Details WELL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-1,269
Closed -$58K – 521
2020
Q1 		$58K Buy
+1,269
New +$58K 0.06% 110