Shelton 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
2021
Q4
Sell
-15,828
Closed -$530K 854
2021
Q3
$530K Sell
15,828
-161,100
-91% -$5.39M 0.02% 343
2021
Q2
$5.89M Buy
176,928
+43,504
+33% +$1.45M 0.22% 97
2021
Q1
$4.24M Buy
133,424
+7,104
+6% +$225K 0.15% 139
2020
Q4
$3.82M Buy
+126,320
New +$3.82M 0.17% 119