Emerson Investment Management’s Healthpeak Properties DOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-6,423
| Closed | -$224K | – | 136 |
|
|
2015
Q4 | $224K | Sell |
6,423
-1,098
| -15% | -$38.3K | 0.04% | 123 |
|
|
2015
Q3 | $255K | Buy |
7,521
+1,098
| +17% | +$37.2K | 0.05% | 121 |
|
|
2015
Q2 | $213K | Hold |
6,423
| – | – | 0.04% | 137 |
|
|
2015
Q1 | $253K | Hold |
6,423
| – | – | 0.05% | 132 |
|
|
2014
Q4 | $258K | Hold |
6,423
| – | – | 0.05% | 135 |
|
|
2014
Q3 | $232K | Hold |
6,423
| – | – | 0.05% | 143 |
|
|
2014
Q2 | $242K | Hold |
6,423
| – | – | 0.05% | 141 |
|
|
2014
Q1 | $227K | Hold |
6,423
| – | – | 0.05% | 136 |
|
|
2013
Q4 | $212K | Hold |
6,423
| – | – | 0.04% | 134 |
|
|
2013
Q3 | $240K | Sell |
6,423
-83
| -1% | -$3.1K | 0.05% | 131 |
|
|
2013
Q2 | $269K | Buy |
+6,506
| New | +$269K | 0.06% | 122 |
|