US Financial Advisors’s Healthpeak Properties DOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-659
| Closed | -$20K | – | 124 |
|
|
2016
Q1 | $20K | Sell |
659
-251
| -28% | -$7.62K | 0.03% | 163 |
|
|
2015
Q4 | $32K | Buy |
910
+251
| +38% | +$8.83K | 0.03% | 187 |
|
|
2015
Q3 | $22K | Hold |
659
| – | – | 0.04% | 192 |
|
|
2015
Q2 | $22K | Sell |
659
-263
| -29% | -$8.78K | 0.02% | 173 |
|
|
2015
Q1 | $36K | Hold |
922
| – | – | 0.03% | 140 |
|
|
2014
Q4 | $37K | Buy |
+922
| New | +$37K | 0.03% | 128 |
|