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Sound View Wealth Advisors’s Welltower WELL Stock Holding History

Sound View Wealth Advisors’s Portfolio WELL Stock Details WELL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		$344K Sell
4,435
-22
-0.5% -$1.71K 0.11% 169
2018
Q4 		$309K Buy
+4,457
New +$309K 0.11% 169