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Tobias Financial Advisors’s Welltower WELL Stock Holding History

Tobias Financial Advisors’s Portfolio WELL Stock Details WELL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-520,205
Closed -$44.6M – 129
2021
Q4 		$44.6M Buy
+520,205
New +$44.6M 3.51% 5