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Shamrock Asset Management’s Welltower WELL Stock Holding History

Shamrock Asset Management’s Portfolio WELL Stock Details WELL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-15,744
Closed -$987K – 286
2018
Q2 		$987K Buy
+15,744
New +$987K 0.6% 34