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Plancorp LLC’s Welltower WELL Stock Holding History

Plancorp LLC’s Portfolio WELL Stock Details WELL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-3,850
Closed -$230K – 117
2014
Q1 		$230K Buy
+3,850
New +$230K 0.16% 98