Arbor Wealth Management’s Healthpeak Properties DOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-139,071
| Closed | -$3.31M | – | 57 |
|
|
2018
Q1 | $3.31M | Sell |
139,071
-538
| -0.4% | -$12.8K | 2.82% | 15 |
|
|
2017
Q4 | $3.64M | Sell |
139,609
-6,780
| -5% | -$177K | 2.77% | 14 |
|
|
2017
Q3 | $3.96M | Buy |
146,389
+13,512
| +10% | +$365K | 3.38% | 8 |
|
|
2017
Q2 | $3.89M | Buy |
132,877
+20,281
| +18% | +$594K | 3.68% | 6 |
|
|
2017
Q1 | $3.52M | Buy |
112,596
+3,455
| +3% | +$108K | 3.1% | 11 |
|
|
2016
Q4 | $3.32K | Sell |
109,141
-9,174
| -8% | -$279 | 2.59% | 13 |
|
|
2016
Q3 | $3.91M | Buy |
118,315
+2,029
| +2% | +$67K | 3.33% | 5 |
|
|
2016
Q2 | $4.18M | Sell |
116,286
-649
| -0.6% | -$23.3K | 3.95% | 4 |
|
|
2016
Q1 | $3.69M | Buy |
116,935
+29,215
| +33% | +$923K | 3.81% | 6 |
|
|
2015
Q4 | $2.32M | Buy |
+87,720
| New | +$2.32M | 2.53% | 15 |
|