SHA
Smith Hayes Advisers’s Healthpeak Properties DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $1.1M | Sell |
33,899
-17,950
| -35% | -$585K | 0.22% | 122 |
|
|
2015
Q4 | $1.98M | Sell |
51,849
-16,030
| -24% | -$613K | 0.42% | 67 |
|
|
2015
Q3 | $2.53M | Sell |
67,879
-3,791
| -5% | -$141K | 0.55% | 51 |
|
|
2015
Q2 | $2.61M | Buy |
71,670
+32,488
| +83% | +$1.18M | 0.52% | 60 |
|
|
2015
Q1 | $1.69M | Buy |
39,182
+7,491
| +24% | +$324K | 0.34% | 91 |
|
|
2014
Q4 | $1.4M | Buy |
31,691
+8
| +0% | +$352 | 0.29% | 103 |
|
|
2014
Q3 | $1.26M | Buy |
31,683
+5,280
| +20% | +$210K | 0.29% | 103 |
|
|
2014
Q2 | $1.09M | Buy |
26,403
+1,271
| +5% | +$52.6K | 0.26% | 121 |
|
|
2014
Q1 | $975K | Buy |
+25,132
| New | +$975K | 0.24% | 124 |
|