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Polaris Wealth Advisory Group’s Welltower WELL Stock Holding History

Polaris Wealth Advisory Group’s Portfolio WELL Stock Details WELL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-6,244
Closed -$425K – 151
2015
Q4 		$425K Buy
+6,244
New +$425K 0.07% 94