First City Capital Management’s Healthpeak Properties DOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-7,612
| Closed | -$212K | – | 144 |
|
|
2017
Q3 | $212K | Buy |
+7,612
| New | +$212K | 0.15% | 131 |
|
|
2016
Q2 | – | Sell |
-5,902
| Closed | -$175K | – | 230 |
|
|
2016
Q1 | $175K | Hold |
5,902
| – | – | 0.12% | 139 |
|
|
2015
Q4 | $206K | Hold |
5,902
| – | – | 0.14% | 128 |
|
|
2015
Q3 | $200K | Hold |
5,902
| – | – | 0.15% | 125 |
|
|
2015
Q2 | $196K | Hold |
5,902
| – | – | 0.14% | 130 |
|
|
2015
Q1 | $232K | Hold |
5,902
| – | – | 0.16% | 121 |
|
|
2014
Q4 | $237K | Sell |
5,902
-15
| -0.3% | -$601 | 0.16% | 122 |
|
|
2014
Q3 | $214K | Hold |
5,917
| – | – | 0.15% | 133 |
|
|
2014
Q2 | $223K | Buy |
5,917
+15
| +0.3% | +$565 | 0.16% | 131 |
|
|
2014
Q1 | $208K | Buy |
+5,902
| New | +$208K | 0.15% | 138 |
|