KMS Financial Services’s Healthpeak Properties DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $539K | Buy |
14,910
+23
| +0.2% | +$831 | 0.08% | 241 |
|
|
2014
Q2 | $561K | Buy |
14,887
+6,338
| +74% | +$239K | 0.08% | 242 |
|
|
2014
Q1 | $302K | Buy |
8,549
+37
| +0.4% | +$1.31K | 0.05% | 368 |
|
|
2013
Q4 | $282K | Buy |
8,512
+1,682
| +25% | +$55.7K | 0.05% | 386 |
|
|
2013
Q3 | $255K | Sell |
6,830
-987
| -13% | -$36.9K | 0.06% | 332 |
|
|
2013
Q2 | $324K | Buy |
+7,817
| New | +$324K | 0.09% | 253 |
|