Edmond de Rothschild Holding’s Healthpeak Properties DOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-350
| Closed | -$11K | – | 804 |
|
|
2017
Q2 | $11K | Hold |
350
| – | – | ﹤0.01% | 740 |
|
|
2017
Q1 | $11K | Hold |
350
| – | – | ﹤0.01% | 756 |
|
|
2016
Q4 | $10K | Sell |
350
-34
| -9% | -$971 | ﹤0.01% | 747 |
|
|
2016
Q3 | $13K | Hold |
384
| – | – | ﹤0.01% | 757 |
|
|
2016
Q2 | $12K | Sell |
384
-577
| -60% | -$18K | ﹤0.01% | 738 |
|
|
2016
Q1 | $29K | Buy |
+961
| New | +$29K | ﹤0.01% | 682 |
|