Woodmont Investment Counsel’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 |
-419
| Closed | -$14K | – | 297 |
|
|
2016
Q3 | $14K | Buy |
+419
| New | +$14K | ﹤0.01% | 422 |
|
|
2016
Q2 | – | Sell |
-91
| Closed | -$3K | – | 250 |
|
|
2016
Q1 | $3K | Hold |
91
| – | – | ﹤0.01% | 478 |
|
|
2015
Q4 | $3K | Hold |
91
| – | – | ﹤0.01% | 487 |
|
|
2015
Q3 | $3K | Sell |
91
-129
| -59% | -$4.25K | ﹤0.01% | 479 |
|
|
2015
Q2 | $7K | Buy |
+220
| New | +$7K | ﹤0.01% | 446 |
|