Opus Capital Group’s Healthpeak Properties DOC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2014
Q4 | – | Sell |
-11,123
| Closed | -$402K | – | 228 |
|
2014
Q3 | $402K | Buy |
11,123
+330
| +3% | +$11.9K | 0.06% | 183 |
|
2014
Q2 | $407K | Sell |
10,793
-6,731
| -38% | -$254K | 0.03% | 171 |
|
2014
Q1 | $619K | Buy |
17,524
+571
| +3% | +$20.2K | 0.04% | 134 |
|
2013
Q4 | $561K | Buy |
+16,953
| New | +$561K | 0.03% | 128 |
|
2013
Q3 | – | Sell |
-16,481
| Closed | -$682K | – | 137 |
|
2013
Q2 | $682K | Buy |
+16,481
| New | +$682K | 0.04% | 100 |
|