SDAM
Shulman DeMeo Asset Management’s Healthpeak Properties DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-6,283
| Closed | -$217K | – | 106 |
|
|
2019
Q4 | $217K | Sell |
6,283
-352
| -5% | -$12.2K | 0.08% | 122 |
|
|
2019
Q3 | $236K | Buy |
6,635
+29
| +0.4% | +$1.03K | 0.08% | 115 |
|
|
2019
Q2 | $211K | Sell |
6,606
-1,781
| -21% | -$56.9K | 0.08% | 120 |
|
|
2019
Q1 | $263K | Sell |
8,387
-1,246
| -13% | -$39.1K | 0.1% | 99 |
|
|
2018
Q4 | $269K | Buy |
+9,633
| New | +$269K | 0.15% | 52 |
|