Boston Financial Management’s Healthpeak Properties DOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-6,423
| Closed | -$222K | – | 277 |
|
|
2016
Q3 | $222K | Hold |
6,423
| – | – | 0.02% | 234 |
|
|
2016
Q2 | $207K | Buy |
+6,423
| New | +$207K | 0.02% | 235 |
|
|
2015
Q4 | – | Sell |
-6,775
| Closed | -$230K | – | 183 |
|
|
2015
Q3 | $230K | Sell |
6,775
-4,111
| -38% | -$140K | 0.03% | 186 |
|
|
2015
Q2 | $362K | Sell |
10,886
-4,629
| -30% | -$154K | 0.05% | 178 |
|
|
2015
Q1 | $611K | Sell |
15,515
-21,350
| -58% | -$841K | 0.08% | 157 |
|
|
2014
Q4 | $1.48M | Sell |
36,865
-7,099
| -16% | -$285K | 0.19% | 125 |
|
|
2014
Q3 | $1.59M | Sell |
43,964
-12,962
| -23% | -$469K | 0.21% | 119 |
|
|
2014
Q2 | $2.15M | Buy |
56,926
+1,746
| +3% | +$65.8K | 0.28% | 104 |
|
|
2014
Q1 | $1.95M | Buy |
55,180
+7,538
| +16% | +$266K | 0.26% | 111 |
|
|
2013
Q4 | $1.58M | Buy |
47,642
+4,474
| +10% | +$148K | 0.22% | 119 |
|
|
2013
Q3 | $1.61M | Buy |
43,168
+2,506
| +6% | +$93.5K | 0.24% | 109 |
|
|
2013
Q2 | $1.68M | Buy |
+40,662
| New | +$1.68M | 0.26% | 102 |
|