Whitegate Investment Counselors’s Healthpeak Properties DOC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2016
Q4
Sell
-6,341
Closed -$219K 160
2016
Q3
$219K Sell
6,341
-4,200
-40% -$145K 0.06% 149
2016
Q2
$340K Buy
+10,541
New +$340K 0.09% 127
2014
Q1
$523K Buy
+17,623
New +$523K 0.14% 106