OPCM
Osborne Partners Capital Management’s Healthpeak Properties DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-9,475
| Closed | -$217K | – | 207 |
|
|
2022
Q3 | $217K | Hold |
9,475
| – | – | 0.02% | 189 |
|
|
2022
Q2 | $245K | Sell |
9,475
-16
| -0.2% | -$414 | 0.02% | 187 |
|
|
2022
Q1 | $326K | Sell |
9,491
-1,834
| -16% | -$63K | 0.02% | 168 |
|
|
2021
Q4 | $409K | Sell |
11,325
-2,300
| -17% | -$83.1K | 0.03% | 160 |
|
|
2021
Q3 | $456K | Sell |
13,625
-2,050
| -13% | -$68.6K | 0.04% | 148 |
|
|
2021
Q2 | $522K | Sell |
15,675
-4,695
| -23% | -$156K | 0.04% | 147 |
|
|
2021
Q1 | $647K | Buy |
+20,370
| New | +$647K | 0.06% | 134 |
|