Partnervest Advisory Services’s Healthpeak Properties DOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-245
| Closed | -$9K | – | 305 |
|
|
2014
Q2 | $9K | Sell |
245
-38
| -13% | -$1.4K | ﹤0.01% | 694 |
|
|
2014
Q1 | $10K | Buy |
283
+18
| +7% | +$636 | ﹤0.01% | 648 |
|
|
2013
Q4 | $9K | Buy |
265
+7
| +3% | +$238 | ﹤0.01% | 661 |
|
|
2013
Q3 | $10K | Hold |
258
| – | – | 0.01% | 650 |
|
|
2013
Q2 | $11K | Buy |
+258
| New | +$11K | 0.01% | 579 |
|