PPSG
Princeton Portfolio Strategies Group’s Healthpeak Properties DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-6,550
| Closed | -$209K | – | 170 |
|
|
2017
Q2 | $209K | Buy |
+6,550
| New | +$209K | 0.06% | 156 |
|
|
2016
Q4 | – | Sell |
-5,750
| Closed | -$218K | – | 153 |
|
|
2016
Q3 | $218K | Sell |
5,750
-200
| -3% | -$7.58K | 0.07% | 140 |
|
|
2016
Q2 | $211K | Buy |
+5,950
| New | +$211K | 0.07% | 135 |
|
|
2015
Q3 | – | Sell |
-7,050
| Closed | -$257K | – | 133 |
|
|
2015
Q2 | $257K | Sell |
7,050
-32,363
| -82% | -$1.18M | 0.09% | 125 |
|
|
2015
Q1 | $1.7M | Sell |
39,413
-1,925
| -5% | -$83.2K | 0.66% | 56 |
|
|
2014
Q4 | $1.82M | Sell |
41,338
-12
| -0% | -$528 | 0.72% | 54 |
|
|
2014
Q3 | $1.64M | Sell |
41,350
-3,550
| -8% | -$141K | 0.69% | 58 |
|
|
2014
Q2 | $1.86M | Buy |
44,900
+23,500
| +110% | +$972K | 0.8% | 51 |
|
|
2014
Q1 | $830K | Buy |
21,400
+1,000
| +5% | +$38.8K | 0.55% | 64 |
|
|
2013
Q4 | $741K | Buy |
20,400
+6,700
| +49% | +$243K | 0.5% | 72 |
|
|
2013
Q3 | $561K | Buy |
13,700
+3,900
| +40% | +$160K | 0.41% | 76 |
|
|
2013
Q2 | $445K | Buy |
+9,800
| New | +$445K | 0.36% | 77 |
|