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Westshore Wealth’s Welltower WELL Stock Holding History

Westshore Wealth’s Portfolio WELL Stock Details WELL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-4,915
Closed -$352K – 152
2021
Q1 		$352K Buy
+4,915
New +$352K 0.2% 81