CT Financial Advisors’s Healthpeak Properties DOC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q1 | $31.3K | Hold |
1,000
| – | – | 0.02% | 311 |
|
2016
Q4 | $29.7K | Sell |
1,000
-98
| -9% | -$2.91K | 0.02% | 314 |
|
2016
Q3 | $38K | Hold |
1,098
| – | – | 0.02% | 296 |
|
2016
Q2 | $35.4K | Hold |
1,098
| – | – | 0.02% | 302 |
|
2016
Q1 | $32.6K | Hold |
1,098
| – | – | 0.02% | 328 |
|
2015
Q4 | $38.2K | Hold |
1,098
| – | – | 0.02% | 323 |
|
2015
Q3 | $37.3K | Hold |
1,098
| – | – | 0.02% | 323 |
|
2015
Q2 | $36.5K | Hold |
1,098
| – | – | 0.02% | 334 |
|
2015
Q1 | $43.2K | Hold |
1,098
| – | – | 0.02% | 323 |
|
2014
Q4 | $44K | Buy |
+1,098
| New | +$44K | 0.03% | 253 |
|
2014
Q1 | $43.2K | Buy |
+1,098
| New | +$43.2K | 0.02% | 323 |
|