Somerset Trust’s Healthpeak Properties DOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-1,647
| Closed | -$65K | – | 162 |
|
|
2015
Q1 | $65K | Hold |
1,647
| – | – | 0.04% | 136 |
|
|
2014
Q4 | $66K | Hold |
1,647
| – | – | 0.04% | 131 |
|
|
2014
Q3 | $60K | Hold |
1,647
| – | – | 0.04% | 134 |
|
|
2014
Q2 | $62K | Hold |
1,647
| – | – | 0.04% | 133 |
|
|
2014
Q1 | $58K | Buy |
+1,647
| New | +$58K | 0.04% | 135 |
|