LIM
Leavell Investment Management’s Healthpeak Properties DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-6,280
| Closed | -$234K | – | 371 |
|
|
2015
Q3 | $234K | Sell |
6,280
-4,100
| -39% | -$153K | 0.04% | 344 |
|
|
2015
Q2 | $379K | Sell |
10,380
-36,800
| -78% | -$1.34M | 0.06% | 285 |
|
|
2015
Q1 | $2.04M | Sell |
47,180
-800
| -2% | -$34.6K | 0.31% | 102 |
|
|
2014
Q4 | $2.11M | Buy |
47,980
+2,750
| +6% | +$121K | 0.33% | 98 |
|
|
2014
Q3 | $1.8M | Buy |
45,230
+10,100
| +29% | +$401K | 0.29% | 110 |
|
|
2014
Q2 | $1.45M | Buy |
35,130
+14,150
| +67% | +$586K | 0.23% | 134 |
|
|
2014
Q1 | $814K | Buy |
20,980
+3,000
| +17% | +$116K | 0.14% | 178 |
|
|
2013
Q4 | $653K | Sell |
17,980
-11,100
| -38% | -$403K | 0.11% | 190 |
|
|
2013
Q3 | $1.19M | Sell |
29,080
-4,750
| -14% | -$195K | 0.21% | 128 |
|
|
2013
Q2 | $1.54M | Buy |
+33,830
| New | +$1.54M | 0.29% | 95 |
|