CA
Callahan Advisors’s Healthpeak Properties DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-5,870
| Closed | -$208K | – | 117 |
|
|
2016
Q2 | $208K | Buy |
+5,870
| New | +$208K | 0.05% | 106 |
|
|
2016
Q1 | – | Sell |
-5,736
| Closed | -$219K | – | 117 |
|
|
2015
Q4 | $219K | Buy |
5,736
+14
| +0.2% | +$535 | 0.06% | 105 |
|
|
2015
Q3 | $213K | Buy |
5,722
+14
| +0.2% | +$521 | 0.07% | 106 |
|
|
2015
Q2 | $208K | Buy |
5,708
+307
| +6% | +$11.2K | 0.06% | 109 |
|
|
2015
Q1 | $233K | Buy |
5,401
+11
| +0.2% | +$475 | 0.07% | 107 |
|
|
2014
Q4 | $237K | Buy |
5,390
+10
| +0.2% | +$440 | 0.07% | 111 |
|
|
2014
Q3 | $214K | Buy |
5,380
+66
| +1% | +$2.63K | 0.07% | 116 |
|
|
2014
Q2 | $220K | Buy |
+5,314
| New | +$220K | 0.07% | 118 |
|