Schnieders Capital 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
Q4 | – | Sell |
-11,625
| Closed | -$324K | – | 158 |
|
|
2017
Q3 | $324K | Sell |
11,625
-1,800
| -13% | -$50.2K | 0.14% | 118 |
|
|
2017
Q2 | $429K | Sell |
13,425
-5,800
| -30% | -$185K | 0.2% | 99 |
|
|
2017
Q1 | $601K | Sell |
19,225
-1,650
| -8% | -$51.6K | 0.29% | 86 |
|
|
2016
Q4 | $620K | Sell |
20,875
-2,540
| -11% | -$75.4K | 0.32% | 85 |
|
|
2016
Q3 | $809K | Buy |
23,415
+549
| +2% | +$19K | 0.45% | 74 |
|
|
2016
Q2 | $737K | Sell |
22,866
-961
| -4% | -$31K | 0.41% | 76 |
|
|
2016
Q1 | $707K | Buy |
23,827
+1,592
| +7% | +$47.2K | 0.42% | 71 |
|
|
2015
Q4 | $774K | Buy |
22,235
+8,675
| +64% | +$302K | 0.48% | 65 |
|
|
2015
Q3 | $460K | Buy |
13,560
+2,360
| +21% | +$80.1K | 0.32% | 78 |
|
|
2015
Q2 | $372K | Buy |
11,200
+2,169
| +24% | +$72K | 0.22% | 90 |
|
|
2015
Q1 | $355K | Buy |
+9,031
| New | +$355K | 0.22% | 99 |
|