Berman Capital Advisors’s Healthpeak Properties DOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $113K | Buy |
3,375
+1,969
| +140% | +$65.9K | 0.02% | 405 |
|
|
2021
Q2 | $46K | Buy |
1,406
+221
| +19% | +$7.23K | 0.01% | 620 |
|
|
2021
Q1 | $37K | Sell |
1,185
-447
| -27% | -$14K | 0.01% | 587 |
|
|
2020
Q4 | $49K | Sell |
1,632
-40
| -2% | -$1.2K | 0.01% | 414 |
|
|
2020
Q3 | $44K | Buy |
1,672
+537
| +47% | +$14.1K | 0.01% | 375 |
|
|
2020
Q2 | $30K | Buy |
1,135
+5
| +0.4% | +$132 | 0.01% | 441 |
|
|
2020
Q1 | $26K | Buy |
1,130
+609
| +117% | +$14K | 0.01% | 431 |
|
|
2019
Q4 | $17K | Buy |
521
+29
| +6% | +$946 | ﹤0.01% | 576 |
|
|
2019
Q3 | $17K | Buy |
492
+126
| +34% | +$4.35K | 0.01% | 551 |
|
|
2019
Q2 | $11K | Buy |
366
+42
| +13% | +$1.26K | ﹤0.01% | 685 |
|
|
2019
Q1 | $10K | Buy |
324
+138
| +74% | +$4.26K | ﹤0.01% | 651 |
|
|
2018
Q4 | $4K | Buy |
+186
| New | +$4K | ﹤0.01% | 728 |
|