M Holdings Securities’s Healthpeak Properties DOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-7,158
| Closed | -$224K | – | 298 |
|
|
2017
Q1 | $224K | Buy |
7,158
+3
| +0% | +$94 | 0.09% | 242 |
|
|
2016
Q4 | $213K | Sell |
7,155
-973
| -12% | -$29K | 0.07% | 232 |
|
|
2016
Q3 | $281K | Sell |
8,128
-985
| -11% | -$34.1K | 0.13% | 200 |
|
|
2016
Q2 | $294K | Sell |
9,113
-84
| -0.9% | -$2.71K | 0.15% | 172 |
|
|
2016
Q1 | $273K | Buy |
9,197
+35
| +0.4% | +$1.04K | 0.17% | 163 |
|
|
2015
Q4 | $319K | Sell |
9,162
-767
| -8% | -$26.7K | 0.21% | 143 |
|
|
2015
Q3 | $337K | Buy |
9,929
+225
| +2% | +$7.64K | 0.24% | 124 |
|
|
2015
Q2 | $322K | Buy |
9,704
+2,508
| +35% | +$83.2K | 0.22% | 129 |
|
|
2015
Q1 | $283K | Buy |
+7,196
| New | +$283K | 0.18% | 142 |
|
|
2014
Q4 | – | Sell |
-7,934
| Closed | -$287K | – | 235 |
|
|
2014
Q3 | $287K | Buy |
+7,934
| New | +$287K | 0.16% | 143 |
|