AAM
Autus Asset Management’s Healthpeak Properties DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-11,800
| Closed | -$407K | – | 140 |
|
|
2019
Q4 | $407K | Hold |
11,800
| – | – | 0.06% | 119 |
|
|
2019
Q3 | $420K | Hold |
11,800
| – | – | 0.07% | 120 |
|
|
2019
Q2 | $377K | Sell |
11,800
-450
| -4% | -$14.4K | 0.06% | 120 |
|
|
2019
Q1 | $383K | Buy |
+12,250
| New | +$383K | 0.06% | 124 |
|
|
2017
Q2 | – | Sell |
-7,474
| Closed | -$234K | – | 151 |
|
|
2017
Q1 | $234K | Hold |
7,474
| – | – | 0.05% | 143 |
|
|
2016
Q4 | $222K | Hold |
7,474
| – | – | 0.05% | 141 |
|
|
2016
Q3 | $284K | Hold |
7,474
| – | – | 0.06% | 134 |
|
|
2016
Q2 | $264K | Sell |
7,474
-1,650
| -18% | -$58.3K | 0.06% | 141 |
|
|
2016
Q1 | $297K | Sell |
9,124
-250
| -3% | -$8.14K | 0.07% | 130 |
|
|
2015
Q4 | $358K | Sell |
9,374
-370
| -4% | -$14.1K | 0.09% | 131 |
|
|
2015
Q3 | $363K | Sell |
9,744
-5,000
| -34% | -$186K | 0.11% | 100 |
|
|
2015
Q2 | $538K | Buy |
14,744
+370
| +3% | +$13.5K | 0.15% | 91 |
|
|
2015
Q1 | $621K | Buy |
+14,374
| New | +$621K | 0.17% | 87 |
|