VHAM
Van Hulzen Asset Management’s Healthpeak Properties DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,000
| Closed | -$20.3K | – | 494 |
|
|
2024
Q4 | $20.3K | Buy |
+1,000
| New | +$20.3K | ﹤0.01% | 670 |
|
|
2019
Q4 | – | Sell |
-6,400
| Closed | -$228K | – | 281 |
|
|
2019
Q3 | $228K | Sell |
6,400
-66
| -1% | -$2.35K | 0.05% | 237 |
|
|
2019
Q2 | $207K | Hold |
6,466
| – | – | 0.05% | 247 |
|
|
2019
Q1 | $202K | Buy |
+6,466
| New | +$202K | 0.05% | 224 |
|
|
2017
Q4 | – | Sell |
-7,744
| Closed | -$216K | – | 220 |
|
|
2017
Q3 | $216K | Hold |
7,744
| – | – | 0.07% | 159 |
|
|
2017
Q2 | $247K | Hold |
7,744
| – | – | 0.1% | 115 |
|
|
2017
Q1 | $242K | Hold |
7,744
| – | – | 0.11% | 109 |
|
|
2016
Q4 | $230K | Buy |
7,744
+400
| +5% | +$11.9K | 0.11% | 116 |
|
|
2016
Q3 | $279K | Hold |
7,344
| – | – | 0.15% | 90 |
|
|
2016
Q2 | $260K | Sell |
7,344
-1,000
| -12% | -$35.4K | 0.15% | 94 |
|
|
2016
Q1 | $272K | Buy |
8,344
+300
| +4% | +$9.78K | 0.15% | 94 |
|
|
2015
Q4 | $308K | Sell |
8,044
-4,900
| -38% | -$188K | 0.19% | 88 |
|
|
2015
Q3 | $482K | Sell |
12,944
-751
| -5% | -$28K | 0.31% | 68 |
|
|
2015
Q2 | $499K | Buy |
13,695
+700
| +5% | +$25.5K | 0.27% | 81 |
|
|
2015
Q1 | $562K | Buy |
12,995
+117
| +0.9% | +$5.06K | 0.34% | 73 |
|
|
2014
Q4 | $567K | Buy |
+12,878
| New | +$567K | 0.39% | 61 |
|
|
2014
Q2 | – | Sell |
-6,744
| Closed | -$262K | – | 70 |
|
|
2014
Q1 | $262K | Hold |
6,744
| – | – | 0.26% | 72 |
|
|
2013
Q4 | $245K | Buy |
+6,744
| New | +$245K | 0.21% | 88 |
|