AIA
Avalon Investment & Advisory’s Healthpeak Properties DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-9,925
| Closed | -$295K | – | 357 |
|
|
2016
Q4 | $295K | Hold |
9,925
| – | -$28.9K | 0.01% | 307 |
|
|
2016
Q3 | $377K | Hold |
9,925
| – | – | 0.01% | 271 |
|
|
2016
Q2 | $351K | Buy |
9,925
+3,480
| +54% | +$123K | 0.01% | 252 |
|
|
2016
Q1 | $210K | Sell |
6,445
-394
| -6% | -$12.8K | 0.01% | 244 |
|
|
2015
Q4 | $262K | Sell |
6,839
-2,148
| -24% | -$82.3K | 0.01% | 235 |
|
|
2015
Q3 | $335K | Sell |
8,987
-544
| -6% | -$20.3K | 0.01% | 220 |
|
|
2015
Q2 | $348K | Buy |
9,531
+160
| +2% | +$5.85K | 0.02% | 227 |
|
|
2015
Q1 | $405K | Hold |
9,371
| – | – | 0.02% | 198 |
|
|
2014
Q4 | $413K | Buy |
+9,371
| New | +$413K | 0.02% | 163 |
|
|
2013
Q4 | – | Sell |
-308,782
| Closed | -$12.6M | – | 183 |
|
|
2013
Q3 | $12.6M | Sell |
308,782
-141,418
| -31% | -$5.79M | 0.82% | 41 |
|
|
2013
Q2 | $20.5M | Buy |
+450,200
| New | +$20.5M | 1.22% | 20 |
|