Eliot Finkel 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-42,075
| Closed | -$1.45M | – | 32 |
|
|
2019
Q4 | $1.45M | Sell |
42,075
-610
| -1% | -$21K | 0.94% | 32 |
|
|
2019
Q3 | $1.52M | Sell |
42,685
-2,000
| -4% | -$71.3K | 1.09% | 32 |
|
|
2019
Q2 | $1.43M | Hold |
44,685
| – | – | 0.92% | 36 |
|
|
2019
Q1 | $1.4M | Buy |
44,685
+1,200
| +3% | +$37.6K | 0.93% | 35 |
|
|
2018
Q4 | $1.22M | Sell |
43,485
-3,900
| -8% | -$109K | 0.89% | 35 |
|
|
2018
Q3 | $1.25M | Sell |
47,385
-8,150
| -15% | -$214K | 0.79% | 36 |
|
|
2018
Q2 | $1.43M | Sell |
55,535
-2,320
| -4% | -$59.9K | 0.97% | 33 |
|
|
2018
Q1 | $1.34M | Buy |
57,855
+2,570
| +5% | +$59.7K | 0.95% | 31 |
|
|
2017
Q4 | $1.44M | Sell |
55,285
-35,880
| -39% | -$936K | 0.95% | 32 |
|
|
2017
Q3 | $2.54M | Buy |
91,165
+4,785
| +6% | +$133K | 1.81% | 28 |
|
|
2017
Q2 | $2.76M | Hold |
86,380
| – | – | 2.03% | 27 |
|
|
2017
Q1 | $2.7M | Buy |
+86,380
| New | +$2.7M | 2.07% | 26 |
|