First Heartland Consultants’s Healthpeak Properties DOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-7,024
| Closed | -$209K | – | 333 |
|
|
2016
Q4 | $209K | Sell |
7,024
-2,992
| -30% | -$89K | 0.06% | 299 |
|
|
2016
Q3 | $346K | Buy |
10,016
+23
| +0.2% | +$795 | 0.1% | 213 |
|
|
2016
Q2 | $322 | Buy |
9,993
+357
| +4% | +$12 | 0.04% | 218 |
|
|
2016
Q1 | $286K | Sell |
9,636
-80
| -0.8% | -$2.37K | 0.11% | 198 |
|
|
2015
Q4 | $338K | Buy |
9,716
+3,050
| +46% | +$106K | 0.13% | 180 |
|
|
2015
Q3 | $226K | Buy |
+6,666
| New | +$226K | 0.09% | 218 |
|