Lourd Capital’s Healthpeak Properties DOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-9,027
| Closed | -$252K | – | 172 |
|
|
2018
Q4 | $252K | Buy |
9,027
+1,006
| +13% | +$28.1K | 0.02% | 224 |
|
|
2018
Q3 | $211K | Buy |
+8,021
| New | +$211K | 0.01% | 299 |
|
|
2018
Q1 | – | Sell |
-9,926
| Closed | -$259K | – | 174 |
|
|
2017
Q4 | $259K | Buy |
+9,926
| New | +$259K | 0.02% | 269 |
|