Morningstar Investment Services’s Healthpeak Properties DOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-14,302
| Closed | -$425K | – | 190 |
|
|
2016
Q4 | $425K | Sell |
14,302
-11,642
| -45% | -$346K | 0.01% | 152 |
|
|
2016
Q3 | $897K | Sell |
25,944
-565,599
| -96% | -$19.6M | 0.03% | 169 |
|
|
2016
Q2 | $19M | Buy |
591,543
+19,728
| +3% | +$635K | 0.6% | 58 |
|
|
2016
Q1 | $17M | Buy |
571,815
+20,428
| +4% | +$606K | 0.58% | 57 |
|
|
2015
Q4 | $19.2M | Buy |
551,387
+20,271
| +4% | +$706K | 0.76% | 40 |
|
|
2015
Q3 | $18M | Buy |
531,116
+19,731
| +4% | +$669K | 0.77% | 40 |
|
|
2015
Q2 | $17M | Buy |
511,385
+47,826
| +10% | +$1.59M | 0.72% | 41 |
|
|
2015
Q1 | $18.2M | Buy |
463,559
+49,255
| +12% | +$1.94M | 0.8% | 39 |
|
|
2014
Q4 | $16.6M | Buy |
414,304
+51,426
| +14% | +$2.06M | 0.78% | 43 |
|
|
2014
Q3 | $13.1M | Buy |
362,878
+25,733
| +8% | +$931K | 0.68% | 46 |
|
|
2014
Q2 | $12.7M | Buy |
337,145
+47,595
| +16% | +$1.79M | 0.74% | 41 |
|
|
2014
Q1 | $10.2M | Buy |
289,550
+81,515
| +39% | +$2.88M | 0.7% | 44 |
|
|
2013
Q4 | $6.88M | Buy |
208,035
+149,943
| +258% | +$4.96M | 0.52% | 54 |
|
|
2013
Q3 | $2.21M | Buy |
58,092
+48,586
| +511% | +$1.85M | 0.19% | 102 |
|
|
2013
Q2 | $393K | Buy |
+9,506
| New | +$393K | 0.04% | 166 |
|