Archford Capital Strategies’s Healthpeak Properties DOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-4,966
| Closed | -$159K | – | 296 |
|
|
2019
Q2 | $159K | Hold |
4,966
| – | – | 0.06% | 217 |
|
|
2019
Q1 | $155K | Sell |
4,966
-287
| -5% | -$8.96K | 0.06% | 220 |
|
|
2018
Q4 | $147K | Sell |
5,253
-4
| -0.1% | -$112 | 0.06% | 209 |
|
|
2018
Q3 | $138K | Sell |
5,257
-117
| -2% | -$3.07K | 0.05% | 225 |
|
|
2018
Q2 | $139K | Sell |
5,374
-1,011
| -16% | -$26.2K | 0.05% | 230 |
|
|
2018
Q1 | $167K | Buy |
+6,385
| New | +$167K | 0.07% | 119 |
|
|
2017
Q3 | – | Sell |
-6,836
| Closed | -$218K | – | 194 |
|
|
2017
Q2 | $218K | Buy |
6,836
+592
| +9% | +$18.9K | 0.09% | 177 |
|
|
2017
Q1 | $194K | Buy |
6,244
+1
| +0% | +$31 | 0.07% | 191 |
|
|
2016
Q4 | $185K | Sell |
6,243
-27
| -0.4% | -$800 | 0.08% | 170 |
|
|
2016
Q3 | $216K | Buy |
6,270
+462
| +8% | +$15.9K | 0.09% | 173 |
|
|
2016
Q2 | $187K | Buy |
+5,808
| New | +$187K | 0.1% | 159 |
|
|
2016
Q1 | – | Sell |
-4,519
| Closed | -$184K | – | 283 |
|
|
2015
Q4 | $184K | Buy |
+4,519
| New | +$184K | 0.08% | 173 |
|