S.R. Schill & Associates’s Healthpeak Properties DOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-8,096
| Closed | -$225K | – | 70 |
|
|
2017
Q3 | $225K | Hold |
8,096
| – | – | 0.14% | 67 |
|
|
2017
Q2 | $259K | Sell |
8,096
-1,641
| -17% | -$52.5K | 0.16% | 63 |
|
|
2017
Q1 | $305K | Sell |
9,737
-901
| -8% | -$28.2K | 0.19% | 56 |
|
|
2016
Q4 | $316K | Sell |
10,638
-365
| -3% | -$10.8K | 0.21% | 55 |
|
|
2016
Q3 | $380K | Buy |
+11,003
| New | +$380K | 0.25% | 55 |
|