SAM
SignalPoint Asset Management’s Healthpeak Properties DOC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q3 | – | Sell |
-7,151
| Closed | -$253K | – | 239 |
|
2016
Q2 | $253K | Sell |
7,151
-350
| -5% | -$12.4K | 0.11% | 196 |
|
2016
Q1 | $245K | Buy |
7,501
+875
| +13% | +$28.6K | 0.11% | 187 |
|
2015
Q4 | $253K | Buy |
6,626
+754
| +13% | +$28.8K | 0.11% | 156 |
|
2015
Q3 | $219K | Buy |
5,872
+14
| +0.2% | +$510 | 0.1% | 170 |
|
2015
Q2 | $254K | Hold |
5,858
| – | – | 0.11% | 161 |
|
2015
Q1 | $254K | Buy |
+5,858
| New | +$254K | 0.11% | 161 |
|