Greytown Advisors’s Healthpeak Properties DOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-13,774
| Closed | -$329K | – | 75 |
|
|
2020
Q1 | $329K | Sell |
13,774
-7,117
| -34% | -$170K | 0.33% | 56 |
|
|
2019
Q4 | $720K | Sell |
20,891
-228
| -1% | -$7.86K | 0.51% | 46 |
|
|
2019
Q3 | $752K | Sell |
21,119
-6,301
| -23% | -$224K | 0.56% | 44 |
|
|
2019
Q2 | $877K | Sell |
27,420
-7,346
| -21% | -$235K | 0.63% | 30 |
|
|
2019
Q1 | $1.09M | Hold |
34,766
| – | – | 0.78% | 26 |
|
|
2018
Q4 | $971K | Hold |
34,766
| – | – | 0.7% | 26 |
|
|
2018
Q3 | $915K | Sell |
34,766
-4,700
| -12% | -$124K | 0.6% | 37 |
|
|
2018
Q2 | $1.02M | Buy |
39,466
+1,219
| +3% | +$31.5K | 0.48% | 41 |
|
|
2018
Q1 | $888K | Buy |
38,247
+1,296
| +4% | +$30.1K | 0.44% | 47 |
|
|
2017
Q4 | $964K | Buy |
36,951
+6,809
| +23% | +$178K | 0.5% | 45 |
|
|
2017
Q3 | $839K | Buy |
30,142
+15,744
| +109% | +$438K | 0.48% | 41 |
|
|
2017
Q2 | $460K | Hold |
14,398
| – | – | 0.38% | 46 |
|
|
2017
Q1 | $450K | Hold |
14,398
| – | – | 0.4% | 41 |
|
|
2016
Q4 | $428K | Buy |
+14,398
| New | +$428K | 0.41% | 42 |
|