Bartlett & Co’s Healthpeak Properties DOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-645
| Closed | -$14K | – | 1129 |
|
|
2023
Q1 | $14K | Hold |
645
| – | – | ﹤0.01% | 769 |
|
|
2022
Q4 | $16K | Hold |
645
| – | – | ﹤0.01% | 755 |
|
|
2022
Q3 | $15K | Hold |
645
| – | – | ﹤0.01% | 750 |
|
|
2022
Q2 | $17K | Buy |
+645
| New | +$17K | ﹤0.01% | 758 |
|
|
2020
Q3 | – | Sell |
-528
| Closed | -$15K | – | 832 |
|
|
2020
Q2 | $15K | Hold |
528
| – | – | ﹤0.01% | 637 |
|
|
2020
Q1 | $13K | Buy |
+528
| New | +$13K | ﹤0.01% | 624 |
|
|
2019
Q3 | $36K | Buy |
+1,000
| New | +$36K | ﹤0.01% | 584 |
|
|
2018
Q2 | – | Sell |
-104
| Closed | -$2K | – | 701 |
|
|
2018
Q1 | $2K | Sell |
104
-163
| -61% | -$3.14K | ﹤0.01% | 690 |
|
|
2017
Q4 | $7K | Buy |
+267
| New | +$7K | ﹤0.01% | 606 |
|
|
2016
Q2 | – | Sell |
-329
| Closed | -$10K | – | 731 |
|
|
2016
Q1 | $10K | Hold |
329
| – | – | ﹤0.01% | 598 |
|
|
2015
Q4 | $11K | Hold |
329
| – | – | ﹤0.01% | 604 |
|
|
2015
Q3 | $11K | Hold |
329
| – | – | ﹤0.01% | 596 |
|
|
2015
Q2 | $11K | Hold |
329
| – | – | ﹤0.01% | 610 |
|
|
2015
Q1 | $13K | Hold |
329
| – | – | ﹤0.01% | 588 |
|
|
2014
Q4 | $13K | Buy |
+329
| New | +$13K | ﹤0.01% | 591 |
|
|
2013
Q3 | – | Sell |
-355
| Closed | -$15K | – | 832 |
|
|
2013
Q2 | $15K | Buy |
+355
| New | +$15K | ﹤0.01% | 555 |
|