Kanaly Trust’s Healthpeak Properties DOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-9
| Closed | – | – | 913 |
|
|
2016
Q1 | $0 | Sell |
9
-28,506
| -100% | – | ﹤0.01% | 885 |
|
|
2015
Q4 | $993K | Sell |
28,515
-802
| -3% | -$27.9K | 0.2% | 61 |
|
|
2015
Q3 | $995K | Buy |
29,317
+90
| +0.3% | +$3.06K | 0.22% | 58 |
|
|
2015
Q2 | $971K | Buy |
29,227
+137
| +0.5% | +$4.55K | 0.19% | 64 |
|
|
2015
Q1 | $1.15M | Buy |
29,090
+303
| +1% | +$11.9K | 0.22% | 61 |
|
|
2014
Q4 | $1.15M | Buy |
28,787
+605
| +2% | +$24.3K | 0.23% | 58 |
|
|
2014
Q3 | $1.02M | Buy |
28,182
+467
| +2% | +$16.9K | 0.2% | 59 |
|
|
2014
Q2 | $1.04M | Buy |
27,715
+740
| +3% | +$27.9K | 0.19% | 62 |
|
|
2014
Q1 | $953K | Buy |
26,975
+14,341
| +114% | +$507K | 0.19% | 71 |
|
|
2013
Q4 | $418K | Buy |
+12,634
| New | +$418K | 0.08% | 134 |
|