Beacon Investment Advisory Services’s Healthpeak Properties DOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-8,261
| Closed | -$285K | – | 243 |
|
|
2019
Q4 | $285K | Hold |
8,261
| – | – | 0.02% | 221 |
|
|
2019
Q3 | $294K | Sell |
8,261
-50
| -0.6% | -$1.78K | 0.03% | 201 |
|
|
2019
Q2 | $266K | Buy |
+8,311
| New | +$266K | 0.03% | 199 |
|
|
2019
Q1 | – | Hold |
0
| – | -$252K | – | 198 |
|
|
2018
Q4 | – | Sell |
-9,406
| Closed | -$248K | – | 227 |
|
|
2018
Q3 | $248K | Buy |
+9,406
| New | +$248K | 0.02% | 236 |
|
|
2018
Q2 | – | Sell |
-9,432
| Closed | -$219K | – | 231 |
|
|
2018
Q1 | $219K | Buy |
9,432
+204
| +2% | +$4.74K | 0.02% | 245 |
|
|
2017
Q4 | $241K | Sell |
9,228
-9,342
| -50% | -$244K | 0.03% | 221 |
|
|
2017
Q3 | $517K | Buy |
18,570
+9,698
| +109% | +$270K | 0.04% | 176 |
|
|
2017
Q2 | $284K | Sell |
8,872
-460
| -5% | -$14.7K | 0.05% | 86 |
|
|
2017
Q1 | $292K | Hold |
9,332
| – | – | 0.06% | 67 |
|
|
2016
Q4 | $277K | Sell |
9,332
-1,650
| -15% | -$49K | 0.05% | 61 |
|
|
2016
Q3 | $380K | Hold |
10,982
| – | – | 0.08% | 44 |
|
|
2016
Q2 | $354K | Sell |
10,982
-66
| -0.6% | -$2.13K | 0.08% | 47 |
|
|
2016
Q1 | $328K | Sell |
11,048
-44
| -0.4% | -$1.31K | 0.07% | 44 |
|
|
2015
Q4 | $386K | Sell |
11,092
-181
| -2% | -$6.3K | 0.07% | 39 |
|
|
2015
Q3 | $382K | Sell |
11,273
-373
| -3% | -$12.6K | 0.07% | 32 |
|
|
2015
Q2 | $387K | Buy |
+11,646
| New | +$387K | 0.06% | 37 |
|