VWM
Valley Wealth Managers’s Healthpeak Properties DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-27,775
| Closed | -$1.01M | – | 95 |
|
|
2015
Q2 | $1.01M | Sell |
27,775
-725
| -3% | -$26.4K | 0.18% | 80 |
|
|
2015
Q1 | $1.23M | Buy |
28,500
+1,615
| +6% | +$69.8K | 0.21% | 61 |
|
|
2014
Q4 | $1.18M | Buy |
26,885
+1,775
| +7% | +$78.2K | 0.21% | 67 |
|
|
2014
Q3 | $997K | Buy |
25,110
+1,000
| +4% | +$39.7K | 0.19% | 68 |
|
|
2014
Q2 | $998K | Buy |
24,110
+3,825
| +19% | +$158K | 0.19% | 67 |
|
|
2014
Q1 | $787K | Buy |
20,285
+3,715
| +22% | +$144K | 0.16% | 75 |
|
|
2013
Q4 | $602K | Buy |
16,570
+450
| +3% | +$16.3K | 0.12% | 82 |
|
|
2013
Q3 | $660K | Buy |
+16,120
| New | +$660K | 0.14% | 69 |
|