ACM
Alethea Capital Management’s Healthpeak Properties DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-25,722
| Closed | -$517K | – | 57 |
|
|
2023
Q2 | $517K | Buy |
+25,722
| New | +$517K | 0.55% | 21 |
|
|
2019
Q3 | – | Sell |
-31,432
| Closed | -$1.01M | – | 86 |
|
|
2019
Q2 | $1.01M | Buy |
+31,432
| New | +$1.01M | 0.65% | 17 |
|
|
2017
Q1 | – | Sell |
-17,392
| Closed | -$517K | – | 76 |
|
|
2016
Q4 | $517K | Buy |
+17,392
| New | +$517K | 0.65% | 42 |
|
|
2015
Q2 | – | Sell |
-60,281
| Closed | -$2.61M | – | 72 |
|
|
2015
Q1 | $2.61M | Buy |
+60,281
| New | +$2.61M | 2.88% | 16 |
|