Bridgewater Wealth & 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-52,693
| Closed | -$1.68M | – | 55 |
|
|
2017
Q2 | $1.68M | Buy |
52,693
+556
| +1% | +$17.8K | 0.56% | 34 |
|
|
2017
Q1 | $1.63M | Buy |
52,137
+856
| +2% | +$26.8K | 0.6% | 35 |
|
|
2016
Q4 | $1.52M | Sell |
51,281
-5,673
| -10% | -$169K | 0.58% | 37 |
|
|
2016
Q3 | $1.97M | Sell |
56,954
-590
| -1% | -$20.4K | 0.73% | 35 |
|
|
2016
Q2 | $1.85M | Buy |
57,544
+518
| +0.9% | +$16.7K | 0.67% | 36 |
|
|
2016
Q1 | $1.69M | Buy |
57,026
+2,130
| +4% | +$63.2K | 0.62% | 34 |
|
|
2015
Q4 | $1.91M | Buy |
54,896
+931
| +2% | +$32.4K | 0.74% | 33 |
|
|
2015
Q3 | $1.83M | Buy |
53,965
+263
| +0.5% | +$8.92K | 0.76% | 32 |
|
|
2015
Q2 | $1.78M | Buy |
53,702
+1,397
| +3% | +$46.4K | 0.76% | 32 |
|
|
2015
Q1 | $2.06M | Sell |
52,305
-1,339
| -2% | -$52.7K | 0.88% | 31 |
|
|
2014
Q4 | $2.15M | Buy |
+53,644
| New | +$2.15M | 0.87% | 34 |
|