LIM
Loudon Investment Management’s Healthpeak Properties DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-7,185
| Closed | -$273K | – | 88 |
|
|
2016
Q3 | $273K | Sell |
7,185
-78,246
| -92% | -$2.97M | 0.21% | 70 |
|
|
2016
Q2 | $3.02M | Sell |
85,431
-6,010
| -7% | -$213K | 2.41% | 15 |
|
|
2016
Q1 | $2.98M | Buy |
91,441
+4,312
| +5% | +$140K | 2.4% | 16 |
|
|
2015
Q4 | $3.33M | Sell |
87,129
-8,580
| -9% | -$328K | 2.68% | 13 |
|
|
2015
Q3 | $3.57M | Buy |
95,709
+28,562
| +43% | +$1.06M | 3.06% | 11 |
|
|
2015
Q2 | $2.45M | Buy |
67,147
+7,630
| +13% | +$278K | 1.86% | 22 |
|
|
2015
Q1 | $2.57M | Buy |
59,517
+10,417
| +21% | +$450K | 1.95% | 18 |
|
|
2014
Q4 | $2.16M | Sell |
49,100
-1,500
| -3% | -$66K | 1.62% | 21 |
|
|
2014
Q3 | $2.01M | Buy |
50,600
+610
| +1% | +$24.2K | 1.43% | 25 |
|
|
2014
Q2 | $2.07M | Buy |
49,990
+12,050
| +32% | +$499K | 1.42% | 24 |
|
|
2014
Q1 | $1.47M | Buy |
37,940
+28,040
| +283% | +$1.09M | 1.06% | 30 |
|
|
2013
Q4 | $360K | Buy |
+9,900
| New | +$360K | 0.26% | 66 |
|