BWM
BerganKDV Wealth Management’s Healthpeak Properties DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $9.29K | Sell |
462
-1
| -0.2% | -$20 | ﹤0.01% | 562 |
|
|
2023
Q1 | $10.2K | Hold |
463
| – | – | ﹤0.01% | 603 |
|
|
2022
Q4 | $11.6K | Sell |
463
-224
| -33% | -$5.62K | ﹤0.01% | 559 |
|
|
2022
Q3 | $16K | Buy |
687
+101
| +17% | +$2.35K | ﹤0.01% | 513 |
|
|
2022
Q2 | $15K | Buy |
586
+401
| +217% | +$10.3K | ﹤0.01% | 521 |
|
|
2022
Q1 | $6K | Buy |
185
+1
| +0.5% | +$32 | ﹤0.01% | 689 |
|
|
2021
Q4 | $7K | Sell |
184
-2,577
| -93% | -$98K | ﹤0.01% | 724 |
|
|
2021
Q3 | $92K | Sell |
2,761
-370
| -12% | -$12.3K | 0.01% | 334 |
|
|
2021
Q2 | $104K | Buy |
3,131
+1
| +0% | +$33 | 0.01% | 309 |
|
|
2021
Q1 | $99K | Buy |
3,130
+1
| +0% | +$32 | 0.01% | 297 |
|
|
2020
Q4 | $95K | Sell |
3,129
-3
| -0.1% | -$91 | 0.01% | 283 |
|
|
2020
Q3 | $85K | Hold |
3,132
| – | – | 0.01% | 281 |
|
|
2020
Q2 | $86K | Sell |
3,132
-1,384
| -31% | -$38K | 0.01% | 285 |
|
|
2020
Q1 | $108K | Sell |
4,516
-45,934
| -91% | -$1.1M | 0.02% | 251 |
|
|
2019
Q4 | $1.74M | Sell |
50,450
-1,886
| -4% | -$65K | 0.31% | 74 |
|
|
2019
Q3 | $1.87M | Sell |
52,336
-11,682
| -18% | -$416K | 0.37% | 62 |
|
|
2019
Q2 | $2.05M | Sell |
64,018
-5,319
| -8% | -$170K | 0.4% | 55 |
|
|
2019
Q1 | $2.17M | Buy |
69,337
+2,833
| +4% | +$88.7K | 0.44% | 46 |
|
|
2018
Q4 | $1.86M | Buy |
66,504
+671
| +1% | +$18.7K | 0.43% | 45 |
|
|
2018
Q3 | $1.73M | Sell |
65,833
-3,107
| -5% | -$81.8K | 0.37% | 52 |
|
|
2018
Q2 | $1.78M | Buy |
68,940
+5,158
| +8% | +$133K | 0.4% | 47 |
|
|
2018
Q1 | $1.48M | Buy |
63,782
+11,985
| +23% | +$278K | 0.41% | 51 |
|
|
2017
Q4 | $1.35M | Buy |
51,797
+2,110
| +4% | +$55K | 0.32% | 61 |
|
|
2017
Q3 | $1.38M | Sell |
49,687
-663
| -1% | -$18.5K | 0.35% | 56 |
|
|
2017
Q2 | $1.61M | Buy |
50,350
+3,449
| +7% | +$110K | 0.46% | 41 |
|
|
2017
Q1 | $1.47M | Buy |
46,901
+9,197
| +24% | +$288K | 0.44% | 45 |
|
|
2016
Q4 | $1.12M | Sell |
37,704
-1,219
| -3% | -$36.2K | 0.37% | 52 |
|
|
2016
Q3 | $1.48M | Sell |
38,923
-3,867
| -9% | -$147K | 0.51% | 37 |
|
|
2016
Q2 | $1.51M | Buy |
42,790
+8,849
| +26% | +$313K | 0.65% | 36 |
|
|
2016
Q1 | $1.11M | Buy |
+33,941
| New | +$1.11M | 0.66% | 47 |
|