Cutter & Co Brokerage’s Healthpeak Properties DOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-7,317
| Closed | -$243K | – | 225 |
|
|
2015
Q2 | $243K | Sell |
7,317
-966
| -12% | -$32.1K | 0.1% | 188 |
|
|
2015
Q1 | $326K | Sell |
8,283
-445
| -5% | -$17.5K | 0.13% | 142 |
|
|
2014
Q4 | $350K | Hold |
8,728
| – | – | 0.13% | 159 |
|
|
2014
Q3 | $316K | Sell |
8,728
-124
| -1% | -$4.49K | 0.12% | 158 |
|
|
2014
Q2 | $334K | Sell |
8,852
-1,437
| -14% | -$54.2K | 0.12% | 159 |
|
|
2014
Q1 | $364K | Sell |
10,289
-1,131
| -10% | -$40K | 0.14% | 146 |
|
|
2013
Q4 | $378K | Sell |
11,420
-498
| -4% | -$16.5K | 0.18% | 126 |
|
|
2013
Q3 | $444K | Sell |
11,918
-148
| -1% | -$5.51K | 0.2% | 117 |
|
|
2013
Q2 | $499K | Buy |
+12,066
| New | +$499K | 0.24% | 105 |
|