Benjamin F. Edwards & Company’s Healthpeak Properties DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $128K | Buy |
6,546
+582
| +10% | +$11.4K | ﹤0.01% | 1040 |
|
|
2024
Q1 | $112K | Buy |
5,964
+2,561
| +75% | +$48.1K | ﹤0.01% | 1070 |
|
|
2023
Q4 | $67K | Buy |
3,403
+458
| +16% | +$9.02K | ﹤0.01% | 1191 |
|
|
2023
Q3 | $54K | Sell |
2,945
-223
| -7% | -$4.09K | ﹤0.01% | 1053 |
|
|
2023
Q2 | $64K | Sell |
3,168
-759
| -19% | -$15.3K | ﹤0.01% | 1022 |
|
|
2023
Q1 | $86K | Sell |
3,927
-181
| -4% | -$3.96K | ﹤0.01% | 952 |
|
|
2022
Q4 | $103K | Buy |
4,108
+2,153
| +110% | +$54K | ﹤0.01% | 893 |
|
|
2022
Q3 | $45K | Sell |
1,955
-534
| -21% | -$12.3K | ﹤0.01% | 1075 |
|
|
2022
Q2 | $64K | Buy |
2,489
+973
| +64% | +$25K | ﹤0.01% | 981 |
|
|
2022
Q1 | $52K | Buy |
1,516
+679
| +81% | +$23.3K | ﹤0.01% | 1020 |
|
|
2021
Q4 | $30K | Hold |
837
| – | – | ﹤0.01% | 1149 |
|
|
2021
Q3 | $28K | Sell |
837
-257
| -23% | -$8.6K | ﹤0.01% | 1156 |
|
|
2021
Q2 | $36K | Hold |
1,094
| – | – | ﹤0.01% | 1093 |
|
|
2021
Q1 | $35K | Sell |
1,094
-3
| -0.3% | -$96 | ﹤0.01% | 1083 |
|
|
2020
Q4 | $33K | Sell |
1,097
-324
| -23% | -$9.75K | ﹤0.01% | 1058 |
|
|
2020
Q3 | $39K | Sell |
1,421
-2,709
| -66% | -$74.4K | ﹤0.01% | 954 |
|
|
2020
Q2 | $114K | Buy |
4,130
+557
| +16% | +$15.4K | 0.01% | 704 |
|
|
2020
Q1 | $85K | Buy |
3,573
+841
| +31% | +$20K | 0.01% | 735 |
|
|
2019
Q4 | $94K | Buy |
2,732
+1,667
| +157% | +$57.4K | 0.01% | 798 |
|
|
2019
Q3 | $38K | Sell |
1,065
-400
| -27% | -$14.3K | ﹤0.01% | 1003 |
|
|
2019
Q2 | $47K | Sell |
1,465
-250
| -15% | -$8.02K | ﹤0.01% | 916 |
|
|
2019
Q1 | $54K | Sell |
1,715
-1,550
| -47% | -$48.8K | ﹤0.01% | 854 |
|
|
2018
Q4 | $91K | Sell |
3,265
-100
| -3% | -$2.79K | 0.01% | 687 |
|
|
2018
Q3 | $89K | Sell |
3,365
-200
| -6% | -$5.29K | 0.01% | 710 |
|
|
2018
Q2 | $92K | Buy |
3,565
+1,533
| +75% | +$39.6K | 0.01% | 692 |
|
|
2018
Q1 | $47K | Sell |
2,032
-447
| -18% | -$10.3K | ﹤0.01% | 863 |
|
|
2017
Q4 | $65K | Buy |
2,479
+1,098
| +80% | +$28.8K | 0.01% | 751 |
|
|
2017
Q3 | $38K | Buy |
1,381
+182
| +15% | +$5.01K | ﹤0.01% | 826 |
|
|
2017
Q2 | $38K | Sell |
1,199
-248
| -17% | -$7.86K | 0.01% | 774 |
|
|
2017
Q1 | $45K | Buy |
1,447
+150
| +12% | +$4.67K | 0.01% | 690 |
|
|
2016
Q4 | $39K | Buy |
1,297
+62
| +5% | +$1.86K | 0.01% | 654 |
|
|
2016
Q3 | $43K | Sell |
1,235
-165
| -12% | -$5.75K | 0.01% | 558 |
|
|
2016
Q2 | $45K | Hold |
1,400
| – | – | 0.01% | 535 |
|
|
2016
Q1 | $42K | Buy |
1,400
+55
| +4% | +$1.65K | 0.01% | 540 |
|
|
2015
Q4 | $47K | Buy |
1,345
+247
| +22% | +$8.63K | 0.01% | 530 |
|
|
2015
Q3 | $37K | Buy |
1,098
+384
| +54% | +$12.9K | 0.01% | 584 |
|
|
2015
Q2 | $24K | Buy |
714
+290
| +68% | +$9.75K | ﹤0.01% | 741 |
|
|
2015
Q1 | $17K | Buy |
424
+95
| +29% | +$3.81K | ﹤0.01% | 784 |
|
|
2014
Q4 | $13K | Hold |
329
| – | – | ﹤0.01% | 748 |
|
|
2014
Q3 | $12K | Buy |
+329
| New | +$12K | ﹤0.01% | 731 |
|