Capital Analysts LLC’s Healthpeak Properties DOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-91
| Closed | -$3K | – | 694 |
|
|
2019
Q4 | $3K | Buy |
+91
| New | +$3K | ﹤0.01% | 645 |
|
|
2016
Q1 | – | Sell |
-1,099
| Closed | -$38.3K | – | 393 |
|
|
2015
Q4 | $38.3K | Buy |
1,099
+14
| +1% | +$488 | 0.01% | 298 |
|
|
2015
Q3 | $36.8K | Buy |
1,085
+65
| +6% | +$2.21K | 0.01% | 304 |
|
|
2015
Q2 | $33.9K | Buy |
1,020
+9
| +0.9% | +$299 | 0.01% | 323 |
|
|
2015
Q1 | $39.8K | Buy |
1,011
+217
| +27% | +$8.54K | 0.01% | 304 |
|
|
2014
Q4 | $31.8K | Buy |
794
+96
| +14% | +$3.85K | 0.01% | 300 |
|
|
2014
Q3 | $25.3K | Buy |
698
+151
| +28% | +$5.47K | 0.01% | 299 |
|
|
2014
Q2 | $20.6K | Buy |
547
+13
| +2% | +$490 | 0.01% | 304 |
|
|
2014
Q1 | $18.9K | Buy |
534
+4
| +0.8% | +$141 | ﹤0.01% | 284 |
|
|
2013
Q4 | $17.6K | Sell |
530
-19,902
| -97% | -$659K | ﹤0.01% | 275 |
|
|
2013
Q3 | $762K | Buy |
20,432
+2,190
| +12% | +$81.7K | 0.23% | 103 |
|
|
2013
Q2 | $755K | Buy |
+18,242
| New | +$755K | 0.24% | 101 |
|