BIM
Barton Investment Management’s Healthpeak Properties DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-16,000
| Closed | -$511K | – | 43 |
|
|
2017
Q2 | $511K | Hold |
16,000
| – | – | 0.13% | 30 |
|
|
2017
Q1 | $500K | Buy |
16,000
+4,000
| +33% | +$125K | 0.15% | 32 |
|
|
2016
Q4 | $356K | Buy |
+12,000
| New | +$356K | 0.12% | 35 |
|
|
2016
Q1 | – | Sell |
-4,000
| Closed | -$153K | – | 61 |
|
|
2015
Q4 | $153K | Buy |
+4,000
| New | +$153K | 0.05% | 50 |
|