BAM
Bruderman Asset Management’s Healthpeak Properties DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-1,504
| Closed | -$39K | – | 355 |
|
|
2018
Q2 | $39K | Hold |
1,504
| – | – | 0.01% | 223 |
|
|
2018
Q1 | $35K | Buy |
+1,504
| New | +$35K | 0.01% | 234 |
|
|
2017
Q3 | – | Sell |
-1,504
| Closed | -$48K | – | 171 |
|
|
2017
Q2 | $48K | Buy |
+1,504
| New | +$48K | 0.01% | 209 |
|
|
2017
Q1 | – | Sell |
-1,314
| Closed | -$39K | – | 170 |
|
|
2016
Q4 | $39K | Buy |
1,314
+339
| +35% | +$10.1K | 0.01% | 224 |
|
|
2016
Q3 | $37K | Buy |
+975
| New | +$37K | 0.01% | 232 |
|
|
2015
Q3 | – | Sell |
-43
| Closed | -$2K | – | 429 |
|
|
2015
Q2 | $2K | Hold |
43
| – | – | ﹤0.01% | 411 |
|
|
2015
Q1 | $2K | Buy |
+43
| New | +$2K | ﹤0.01% | 401 |
|