MA
Menlo Advisors’s Healthpeak Properties DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-61,429
| Closed | -$2M | – | 44 |
|
|
2016
Q1 | $2M | Sell |
61,429
-1,930
| -3% | -$62.9K | 1.84% | 23 |
|
|
2015
Q4 | $2.42M | Sell |
63,359
-6,170
| -9% | -$236K | 2.13% | 21 |
|
|
2015
Q3 | $2.59M | Sell |
69,529
-1,045
| -1% | -$38.9K | 2.03% | 23 |
|
|
2015
Q2 | $2.57M | Sell |
70,574
-2,780
| -4% | -$101K | 1.8% | 25 |
|
|
2015
Q1 | $3.17M | Buy |
73,354
+966
| +1% | +$41.7K | 2.26% | 20 |
|
|
2014
Q4 | $3.19M | Buy |
72,388
+1,578
| +2% | +$69.5K | 2.27% | 20 |
|
|
2014
Q3 | $2.81M | Sell |
70,810
-1,195
| -2% | -$47.4K | 2.04% | 21 |
|
|
2014
Q2 | $2.98M | Hold |
72,005
| – | – | 2.14% | 21 |
|
|
2014
Q1 | $2.79M | Sell |
72,005
-390
| -0.5% | -$15.1K | 2.1% | 21 |
|
|
2013
Q4 | $2.63M | Buy |
72,395
+590
| +0.8% | +$21.4K | 1.96% | 24 |
|
|
2013
Q3 | $2.94M | Sell |
71,805
-80
| -0.1% | -$3.28K | 2.29% | 21 |
|
|
2013
Q2 | $3.27M | Buy |
+71,885
| New | +$3.27M | 2.75% | 18 |
|