Blue Fin Capital’s Healthpeak Properties DOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-6,430
| Closed | -$205K | – | 128 |
|
|
2017
Q2 | $205K | Sell |
6,430
-575
| -8% | -$18.3K | 0.13% | 128 |
|
|
2017
Q1 | $219K | Sell |
7,005
-1,650
| -19% | -$51.6K | 0.13% | 125 |
|
|
2016
Q4 | $257K | Sell |
8,655
-821
| -9% | -$24.4K | 0.17% | 114 |
|
|
2016
Q3 | $328K | Sell |
9,476
-329
| -3% | -$11.4K | 0.27% | 94 |
|
|
2016
Q2 | $316K | Hold |
9,805
| – | – | 0.26% | 92 |
|
|
2016
Q1 | $291K | Buy |
9,805
+252
| +3% | +$7.48K | 0.25% | 96 |
|
|
2015
Q4 | $333K | Sell |
9,553
-280
| -3% | -$9.76K | 0.26% | 92 |
|
|
2015
Q3 | $334K | Hold |
9,833
| – | – | 0.26% | 97 |
|
|
2015
Q2 | $327K | Buy |
9,833
+934
| +10% | +$31.1K | 0.24% | 106 |
|
|
2015
Q1 | $350K | Hold |
8,899
| – | – | 0.25% | 103 |
|
|
2014
Q4 | $357K | Hold |
8,899
| – | – | 0.27% | 92 |
|
|
2014
Q3 | $322K | Hold |
8,899
| – | – | 0.26% | 99 |
|
|
2014
Q2 | $335K | Hold |
8,899
| – | – | 0.27% | 95 |
|
|
2014
Q1 | $314K | Buy |
8,899
+225
| +3% | +$7.94K | 0.28% | 93 |
|
|
2013
Q4 | $287K | Buy |
+8,674
| New | +$287K | 0.26% | 100 |
|