KCM
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Karp Capital Management’s Welltower WELL Stock Holding History

Karp Capital Management’s Portfolio WELL Stock Details WELL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-100
Closed -$7K – 290
2015
Q3 		$7K Hold
100
– – ﹤0.01% 287
2015
Q2 		$7K Hold
100
– – ﹤0.01% 314
2015
Q1 		$8K Hold
100
– – 0.01% 295
2014
Q4 		$8K Buy
+100
New +$8K 0.01% 289