B. Riley Wealth Management’s Healthpeak Properties DOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $1.01K | Sell |
39,116
-25,280
| -39% | -$655 | ﹤0.01% | 296 |
|
|
2022
Q1 | $2.21M | Sell |
64,396
-5,029
| -7% | -$173K | 0.17% | 123 |
|
|
2021
Q4 | $2.51M | Sell |
69,425
-9,160
| -12% | -$331K | 0.17% | 120 |
|
|
2021
Q3 | $2.63M | Sell |
78,585
-3,048
| -4% | -$102K | 0.2% | 108 |
|
|
2021
Q2 | $2.72M | Sell |
81,633
-2,639
| -3% | -$87.9K | 0.3% | 83 |
|
|
2021
Q1 | $2.68M | Sell |
84,272
-6,403
| -7% | -$203K | 0.31% | 82 |
|
|
2020
Q4 | $2.74M | Sell |
90,675
-1,321
| -1% | -$39.9K | 0.35% | 75 |
|
|
2020
Q3 | $2.5M | Sell |
91,996
-4,819
| -5% | -$131K | 0.29% | 81 |
|
|
2020
Q2 | $2.67M | Buy |
96,815
+3,585
| +4% | +$98.8K | 0.29% | 86 |
|
|
2020
Q1 | $2.22M | Buy |
+93,230
| New | +$2.22M | 0.23% | 103 |
|
|
2015
Q3 | – | Sell |
-112
| Closed | -$3K | – | 285 |
|
|
2015
Q2 | $3K | Buy |
112
+2
| +2% | +$54 | ﹤0.01% | 915 |
|
|
2015
Q1 | $4K | Sell |
110
-328
| -75% | -$11.9K | ﹤0.01% | 880 |
|
|
2014
Q4 | $17K | Buy |
438
+330
| +306% | +$12.8K | 0.01% | 622 |
|
|
2014
Q3 | $3K | Buy |
108
+1
| +0.9% | +$28 | ﹤0.01% | 947 |
|
|
2014
Q2 | $3K | Buy |
107
+3
| +3% | +$84 | ﹤0.01% | 980 |
|
|
2014
Q1 | $4K | Buy |
+104
| New | +$4K | ﹤0.01% | 902 |
|