Deroy & Devereaux Private Investment Counsel’s Healthpeak Properties DOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-14,625
| Closed | -$586K | – | 174 |
|
|
2014
Q4 | $586K | Hold |
14,625
| – | – | 0.08% | 112 |
|
|
2014
Q3 | $529K | Hold |
14,625
| – | – | 0.08% | 98 |
|
|
2014
Q2 | $551K | Buy |
14,625
+219
| +2% | +$8.25K | 0.08% | 103 |
|
|
2014
Q1 | $509K | Sell |
14,406
-5,435
| -27% | -$192K | 0.08% | 106 |
|
|
2013
Q4 | $656K | Buy |
19,841
+1,318
| +7% | +$43.6K | 0.1% | 100 |
|
|
2013
Q3 | $691K | Hold |
18,523
| – | – | 0.13% | 80 |
|
|
2013
Q2 | $767K | Buy |
+18,523
| New | +$767K | 0.15% | 72 |
|