CFA
Cahill Financial Advisors’s Healthpeak Properties DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-2,057
| Closed | -$69K | – | 367 |
|
|
2021
Q3 | $69K | Buy |
+2,057
| New | +$69K | 0.01% | 302 |
|
|
2017
Q4 | – | Sell |
-7,236
| Closed | -$202K | – | 139 |
|
|
2017
Q3 | $202K | Sell |
7,236
-451
| -6% | -$12.6K | 0.11% | 135 |
|
|
2017
Q2 | $246K | Sell |
7,687
-446
| -5% | -$14.3K | 0.14% | 122 |
|
|
2017
Q1 | $255K | Hold |
8,133
| – | – | 0.15% | 112 |
|
|
2016
Q4 | $242K | Sell |
8,133
-452
| -5% | -$13.4K | 0.15% | 110 |
|
|
2016
Q3 | $326K | Hold |
8,585
| – | – | 0.21% | 97 |
|
|
2016
Q2 | $304K | Hold |
8,585
| – | – | 0.21% | 97 |
|
|
2016
Q1 | $280K | Sell |
8,585
-2,700
| -24% | -$88.1K | 0.21% | 95 |
|
|
2015
Q4 | $432K | Sell |
11,285
-639
| -5% | -$24.5K | 0.35% | 72 |
|
|
2015
Q3 | $445K | Buy |
+11,924
| New | +$445K | 0.36% | 72 |
|