Ironwood 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-5,971
| Closed | -$204K | – | 196 |
|
|
2022
Q1 | $204K | Hold |
5,971
| – | – | 0.05% | 201 |
|
|
2021
Q4 | $215K | Sell |
5,971
-2,000
| -25% | -$72K | 0.05% | 197 |
|
|
2021
Q3 | $266K | Hold |
7,971
| – | – | 0.07% | 166 |
|
|
2021
Q2 | $265K | Hold |
7,971
| – | – | 0.07% | 167 |
|
|
2021
Q1 | $252K | Sell |
7,971
-3,000
| -27% | -$94.8K | 0.07% | 167 |
|
|
2020
Q4 | $331K | Hold |
10,971
| – | – | 0.08% | 165 |
|
|
2020
Q3 | $297K | Buy |
10,971
+3,257
| +42% | +$88.2K | 0.08% | 158 |
|
|
2020
Q2 | $212K | Buy |
+7,714
| New | +$212K | 0.06% | 176 |
|