PFM
Parsec Financial Management’s Healthpeak Properties DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-38,785
| Closed | -$1.15M | – | 199 |
|
|
2016
Q4 | $1.15M | Sell |
38,785
-5,830
| -13% | -$173K | 0.1% | 125 |
|
|
2016
Q3 | $1.69M | Sell |
44,615
-9,710
| -18% | -$368K | 0.15% | 113 |
|
|
2016
Q2 | $1.92M | Sell |
54,325
-3,920
| -7% | -$139K | 0.18% | 107 |
|
|
2016
Q1 | $1.9M | Sell |
58,245
-2,985
| -5% | -$97.3K | 0.19% | 104 |
|
|
2015
Q4 | $2.34M | Sell |
61,230
-4,122
| -6% | -$158K | 0.24% | 99 |
|
|
2015
Q3 | $2.43M | Sell |
65,352
-2,409
| -4% | -$89.7K | 0.27% | 89 |
|
|
2015
Q2 | $2.47M | Buy |
67,761
+8,999
| +15% | +$328K | 0.25% | 87 |
|
|
2015
Q1 | $2.54M | Buy |
58,762
+30,785
| +110% | +$1.33M | 0.26% | 88 |
|
|
2014
Q4 | $1.23M | Buy |
27,977
+22,364
| +398% | +$985K | 0.13% | 101 |
|
|
2014
Q3 | $223K | Buy |
+5,613
| New | +$223K | 0.02% | 152 |
|