Hillsdale Investment Management’s Healthpeak Properties DOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-12,215
| Closed | -$425K | – | 502 |
|
|
2015
Q4 | $425K | Sell |
12,215
-7,576
| -38% | -$264K | 0.16% | 113 |
|
|
2015
Q3 | $671K | Sell |
19,791
-1,428
| -7% | -$48.4K | 0.23% | 72 |
|
|
2015
Q2 | $705K | Hold |
21,219
| – | – | 0.21% | 80 |
|
|
2015
Q1 | $835K | Buy |
21,219
+4,776
| +29% | +$188K | 0.21% | 69 |
|
|
2014
Q4 | $659K | Buy |
16,443
+9,992
| +155% | +$400K | 0.17% | 105 |
|
|
2014
Q3 | $233K | Buy |
6,451
+1,647
| +34% | +$59.5K | 0.07% | 274 |
|
|
2014
Q2 | $181K | Buy |
4,804
+1,620
| +51% | +$61K | 0.04% | 337 |
|
|
2014
Q1 | $112K | Buy |
+3,184
| New | +$112K | 0.03% | 363 |
|