Ironwood Financial’s Healthpeak Properties DOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-320
| Closed | -$9K | – | 261 |
|
|
2017
Q3 | $9K | Hold |
320
| – | – | 0.01% | 182 |
|
|
2017
Q2 | $10K | Hold |
320
| – | – | 0.01% | 171 |
|
|
2017
Q1 | $10K | Hold |
320
| – | – | 0.01% | 167 |
|
|
2016
Q4 | $10K | Sell |
320
-31
| -9% | -$969 | 0.01% | 165 |
|
|
2016
Q3 | $12K | Hold |
351
| – | – | 0.01% | 159 |
|
|
2016
Q2 | $11K | Sell |
351
-225
| -39% | -$7.05K | 0.01% | 162 |
|
|
2016
Q1 | $17K | Buy |
+576
| New | +$17K | 0.01% | 142 |
|
|
2015
Q3 | $20K | Hold |
576
| – | – | 0.01% | 171 |
|
|
2015
Q2 | $19K | Buy |
576
+225
| +64% | +$7.42K | 0.01% | 165 |
|
|
2015
Q1 | $14K | Hold |
351
| – | – | 0.01% | 189 |
|
|
2014
Q4 | $14K | Buy |
+351
| New | +$14K | 0.01% | 160 |
|