Sterling Investment Advisors (Pennsylvania)’s Healthpeak Properties DOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-432
| Closed | -$14K | – | 419 |
|
|
2019
Q2 | $14K | Hold |
432
| – | – | 0.01% | 328 |
|
|
2019
Q1 | $14K | Hold |
432
| – | – | 0.01% | 317 |
|
|
2018
Q4 | $12K | Hold |
432
| – | – | 0.01% | 313 |
|
|
2018
Q3 | $11K | Hold |
432
| – | – | 0.01% | 351 |
|
|
2018
Q2 | $11K | Hold |
432
| – | – | 0.01% | 324 |
|
|
2018
Q1 | $10K | Hold |
432
| – | – | 0.01% | 316 |
|
|
2017
Q4 | $11K | Sell |
432
-1,300
| -75% | -$33.1K | 0.01% | 294 |
|
|
2017
Q3 | $48K | Sell |
1,732
-500
| -22% | -$13.9K | 0.03% | 178 |
|
|
2017
Q2 | $71K | Buy |
2,232
+432
| +24% | +$13.7K | 0.05% | 156 |
|
|
2017
Q1 | $56K | Hold |
1,800
| – | – | 0.04% | 167 |
|
|
2016
Q4 | $53K | Buy |
+1,800
| New | +$53K | 0.04% | 150 |
|