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Toth Financial Advisory’s Welltower WELL Stock Holding History

Toth Financial Advisory’s Portfolio WELL Stock Details WELL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-134
Closed -$10.8K – 848
2023
Q2 		$10.8K Buy
+134
New +$10.8K ﹤0.01% 454