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Carderock Capital Management’s Welltower WELL Stock Holding History

Carderock Capital Management’s Portfolio WELL Stock Details WELL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-350
Closed -$21K – 198
2014
Q1 		$21K Buy
+350
New +$20K 0.01% 173
2013
Q4 		– Sell
-4,650
Closed -$290K – 94
2013
Q3 		$290K Sell
4,650
-7,775
-63% -$495K 0.17% 84
2013
Q2 		$833K Buy
+12,425
New +$883K 0.49% 63

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