Concert Wealth Management’s Healthpeak Properties DOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-87,984
| Closed | -$3.05M | – | 553 |
|
|
2016
Q3 | $3.05M | Buy |
87,984
+7,797
| +10% | +$270K | 0.37% | 51 |
|
|
2016
Q2 | $2.6M | Buy |
80,187
+11,249
| +16% | +$364K | 0.35% | 57 |
|
|
2016
Q1 | $2.06M | Buy |
68,938
+12,980
| +23% | +$387K | 0.28% | 89 |
|
|
2015
Q4 | $1.95M | Sell |
55,958
-11,920
| -18% | -$416K | 0.26% | 91 |
|
|
2015
Q3 | $2.31M | Buy |
67,878
+2,113
| +3% | +$71.8K | 0.31% | 63 |
|
|
2015
Q2 | $2.19M | Sell |
65,765
-1,290
| -2% | -$42.9K | 0.28% | 78 |
|
|
2015
Q1 | $1.9M | Buy |
67,055
+3,011
| +5% | +$85.1K | 0.54% | 44 |
|
|
2014
Q4 | $2.56M | Buy |
+64,044
| New | +$2.56M | 0.39% | 49 |
|