La Francaise Forum Securities’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 |
-1,940
| Closed | -$68K | – | 36 |
|
2015
Q4 | $68K | Sell |
1,940
-330
| -15% | -$11.6K | 0.09% | 44 |
|
2015
Q3 | $77K | Sell |
2,270
-329
| -13% | -$11.2K | 0.09% | 44 |
|
2015
Q2 | $86K | Sell |
2,599
-57,587
| -96% | -$1.91M | 0.07% | 41 |
|
2015
Q1 | $2.37M | Buy |
60,186
+5,999
| +11% | +$236K | 1.56% | 28 |
|
2014
Q4 | $2.17M | Sell |
54,187
-1,702
| -3% | -$68.3K | 1.59% | 30 |
|
2014
Q3 | $2.02M | Sell |
55,889
-135,058
| -71% | -$4.88M | 1.61% | 23 |
|
2014
Q2 | $7.2M | Sell |
190,947
-8,015
| -4% | -$302K | 3.41% | 8 |
|
2014
Q1 | $7.03M | Buy |
198,962
+134,618
| +209% | +$4.76M | 3.54% | 5 |
|
2013
Q4 | $2.13M | Sell |
64,344
-97,770
| -60% | -$3.23M | 1.21% | 31 |
|
2013
Q3 | $6.05M | Buy |
162,114
+5,530
| +4% | +$206K | 2.96% | 7 |
|
2013
Q2 | $6.48M | Buy |
+156,584
| New | +$6.48M | 3.85% | 8 |
|