Parasol Investment Management’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 | $136K | Sell |
4,345
-2,097
| -33% | -$65.6K | 0.22% | 35 |
|
|
2016
Q4 | $191K | Sell |
6,442
-531
| -8% | -$15.7K | 0.2% | 64 |
|
|
2016
Q3 | $241K | Sell |
6,973
-1,237
| -15% | -$42.8K | 0.25% | 53 |
|
|
2016
Q2 | $265K | Sell |
8,210
-267
| -3% | -$8.62K | 0.28% | 52 |
|
|
2016
Q1 | $252K | Sell |
8,477
-236
| -3% | -$7.02K | 0.25% | 47 |
|
|
2015
Q4 | $303K | Sell |
8,713
-873
| -9% | -$30.4K | 0.29% | 41 |
|
|
2015
Q3 | $325K | Sell |
9,586
-8,745
| -48% | -$296K | 0.29% | 41 |
|
|
2015
Q2 | $609K | Hold |
18,331
| – | – | 0.41% | 40 |
|
|
2015
Q1 | $721K | Buy |
18,331
+867
| +5% | +$34.1K | 0.45% | 38 |
|
|
2014
Q4 | $700K | Buy |
17,464
+725
| +4% | +$29.1K | 0.49% | 34 |
|
|
2014
Q3 | $605K | Buy |
16,739
+2,147
| +15% | +$77.6K | 0.42% | 35 |
|
|
2014
Q2 | $550K | Buy |
14,592
+8,882
| +156% | +$335K | 0.38% | 36 |
|
|
2014
Q1 | $202K | Buy |
+5,710
| New | +$202K | 0.14% | 43 |
|