Palo Capital’s Healthpeak Properties DOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-11,117
| Closed | -$387K | – | 169 |
|
|
2015
Q4 | $387K | Buy |
11,117
+280
| +3% | +$9.75K | 0.35% | 96 |
|
|
2015
Q3 | $368K | Buy |
10,837
+648
| +6% | +$22K | 0.32% | 100 |
|
|
2015
Q2 | $338K | Buy |
10,189
+505
| +5% | +$16.8K | 0.26% | 103 |
|
|
2015
Q1 | $381K | Sell |
9,684
-16,652
| -63% | -$655K | 0.31% | 97 |
|
|
2014
Q4 | $1.06M | Buy |
+26,336
| New | +$1.06M | 0.89% | 55 |
|