Hedeker Wealth’s Healthpeak Properties DOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-12,380
| Closed | -$395K | – | 75 |
|
|
2017
Q2 | $395K | Hold |
12,380
| – | – | 0.38% | 73 |
|
|
2017
Q1 | $387K | Hold |
12,380
| – | – | 0.37% | 78 |
|
|
2016
Q4 | $368K | Sell |
12,380
-1,213
| -9% | -$36.1K | 0.3% | 88 |
|
|
2016
Q3 | $469 | Sell |
13,593
-209
| -2% | -$7 | 0.02% | 132 |
|
|
2016
Q2 | $445K | Buy |
13,802
+209
| +2% | +$6.74K | 0.39% | 90 |
|
|
2016
Q1 | $403K | Sell |
13,593
-209
| -2% | -$6.2K | 0.38% | 58 |
|
|
2015
Q4 | $480K | Buy |
13,802
+209
| +2% | +$7.27K | 0.42% | 55 |
|
|
2015
Q3 | $461K | Sell |
13,593
-209
| -2% | -$7.09K | 0.4% | 60 |
|
|
2015
Q2 | $458K | Buy |
13,802
+209
| +2% | +$6.94K | 0.37% | 62 |
|
|
2015
Q1 | $535K | Hold |
13,593
| – | – | 0.44% | 56 |
|
|
2014
Q4 | $545K | Buy |
+13,593
| New | +$545K | 0.44% | 56 |
|