Main Street Research’s Healthpeak Properties DOC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q3 | – | Sell |
-72,285
| Closed | -$2.4M | – | 124 |
|
2015
Q2 | $2.4M | Sell |
72,285
-73,985
| -51% | -$2.46M | 0.49% | 65 |
|
2015
Q1 | $5.76M | Buy |
146,270
+3,720
| +3% | +$146K | 1.24% | 36 |
|
2014
Q4 | $5.72M | Buy |
+142,550
| New | +$5.72M | 1.22% | 39 |
|
2013
Q3 | – | Sell |
-4,870
| Closed | -$202K | – | 140 |
|
2013
Q2 | $202K | Buy |
+4,870
| New | +$202K | 0.06% | 137 |
|