PJSIMP
P.J. Schmidt Investment Management (PJS)’s Healthpeak Properties DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-10,815
| Closed | -$359K | – | 144 |
|
|
2015
Q2 | $359K | Sell |
10,815
-41,768
| -79% | -$1.39M | 0.14% | 119 |
|
|
2015
Q1 | $2.07M | Buy |
52,583
+1,691
| +3% | +$66.5K | 0.81% | 39 |
|
|
2014
Q4 | $2.04M | Buy |
50,892
+22,053
| +76% | +$884K | 0.81% | 41 |
|
|
2014
Q3 | $1.04M | Sell |
28,839
-554
| -2% | -$20K | 0.43% | 63 |
|
|
2014
Q2 | $1.11M | Buy |
29,393
+949
| +3% | +$35.8K | 0.43% | 60 |
|
|
2014
Q1 | $1.01M | Sell |
28,444
-1,306
| -4% | -$46.1K | 0.4% | 66 |
|
|
2013
Q4 | $984K | Sell |
29,750
-3,574
| -11% | -$118K | 0.42% | 62 |
|
|
2013
Q3 | $1.24M | Buy |
33,324
+2,772
| +9% | +$103K | 0.57% | 55 |
|
|
2013
Q2 | $1.26M | Buy |
+30,552
| New | +$1.26M | 0.61% | 54 |
|