EIA
Edgemoor Investment Advisors’s Healthpeak Properties DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-124,275
| Closed | -$2.95M | – | 144 |
|
|
2017
Q4 | $2.95M | Sell |
124,275
-13,655
| -10% | -$324K | 0.37% | 61 |
|
|
2017
Q3 | $3.84M | Sell |
137,930
-3,081
| -2% | -$85.8K | 0.52% | 58 |
|
|
2017
Q2 | $4.51M | Sell |
141,011
-2,240
| -2% | -$71.6K | 0.61% | 58 |
|
|
2017
Q1 | $4.48M | Sell |
143,251
-10,510
| -7% | -$329K | 0.64% | 55 |
|
|
2016
Q4 | $4.57M | Sell |
153,761
-35,361
| -19% | -$1.05M | 0.69% | 51 |
|
|
2016
Q3 | $7.18M | Sell |
189,122
-5,143
| -3% | -$195K | 1.1% | 38 |
|
|
2016
Q2 | $6.87M | Sell |
194,265
-12,901
| -6% | -$456K | 1.09% | 39 |
|
|
2016
Q1 | $6.75M | Sell |
207,166
-17,251
| -8% | -$562K | 1.05% | 39 |
|
|
2015
Q4 | $8.58M | Sell |
224,417
-1,632
| -0.7% | -$62.4K | 1.29% | 28 |
|
|
2015
Q3 | $8.42M | Buy |
226,049
+3,283
| +1% | +$122K | 1.28% | 26 |
|
|
2015
Q2 | $8.12M | Buy |
222,766
+10,432
| +5% | +$380K | 1.18% | 31 |
|
|
2015
Q1 | $9.18M | Buy |
212,334
+19,030
| +10% | +$822K | 1.3% | 29 |
|
|
2014
Q4 | $8.51M | Buy |
193,304
+7,459
| +4% | +$328K | 1.25% | 30 |
|
|
2014
Q3 | $7.38M | Buy |
185,845
+7,440
| +4% | +$295K | 1.08% | 40 |
|
|
2014
Q2 | $7.38M | Buy |
178,405
+19,965
| +13% | +$826K | 1.09% | 39 |
|
|
2014
Q1 | $6.15M | Buy |
158,440
+38,235
| +32% | +$1.48M | 0.97% | 41 |
|
|
2013
Q4 | $4.37M | Buy |
120,205
+66,385
| +123% | +$2.41M | 0.69% | 53 |
|
|
2013
Q3 | $2.2M | Buy |
+53,820
| New | +$2.2M | 0.38% | 63 |
|