Gamble Jones 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-6,560
| Closed | -$205K | – | 215 |
|
|
2019
Q1 | $205K | Buy |
+6,560
| New | +$205K | 0.02% | 202 |
|
|
2017
Q3 | – | Sell |
-6,760
| Closed | -$216K | – | 210 |
|
|
2017
Q2 | $216K | Hold |
6,760
| – | – | 0.02% | 204 |
|
|
2017
Q1 | $211K | Sell |
6,760
-4,975
| -42% | -$155K | 0.02% | 198 |
|
|
2016
Q4 | $349K | Sell |
11,735
-11,098
| -49% | -$330K | 0.04% | 176 |
|
|
2016
Q3 | $789K | Buy |
22,833
+724
| +3% | +$25K | 0.09% | 137 |
|
|
2016
Q2 | $712K | Buy |
22,109
+13
| +0.1% | +$419 | 0.08% | 138 |
|
|
2016
Q1 | $656K | Buy |
22,096
+147
| +0.7% | +$4.36K | 0.07% | 145 |
|
|
2015
Q4 | $764K | Sell |
21,949
-1,768
| -7% | -$61.5K | 0.08% | 135 |
|
|
2015
Q3 | $805K | Buy |
23,717
+4,568
| +24% | +$155K | 0.09% | 135 |
|
|
2015
Q2 | $636K | Buy |
19,149
+11,365
| +146% | +$377K | 0.07% | 156 |
|
|
2015
Q1 | $306K | Buy |
+7,784
| New | +$306K | 0.03% | 193 |
|