Buckingham Strategic Wealth’s Healthpeak Properties DOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $722K | Buy |
36,843
+3,993
| +12% | +$78.3K | 0.01% | 394 |
|
|
2024
Q1 | $616K | Buy |
32,850
+2,289
| +7% | +$42.9K | 0.01% | 419 |
|
|
2023
Q4 | $605K | Sell |
30,561
-487
| -2% | -$9.64K | 0.01% | 410 |
|
|
2023
Q3 | $570K | Sell |
31,048
-55
| -0.2% | -$1.01K | 0.01% | 394 |
|
|
2023
Q2 | $625K | Buy |
31,103
+328
| +1% | +$6.59K | 0.01% | 375 |
|
|
2023
Q1 | $772K | Hold |
30,775
| – | – | 0.01% | 306 |
|
|
2022
Q4 | $772K | Buy |
30,775
+510
| +2% | +$12.8K | 0.01% | 307 |
|
|
2022
Q3 | $694K | Sell |
30,265
-133
| -0.4% | -$3.05K | 0.01% | 303 |
|
|
2022
Q2 | $788K | Buy |
30,398
+109
| +0.4% | +$2.83K | 0.02% | 289 |
|
|
2022
Q1 | $1.04M | Hold |
30,289
| – | – | 0.02% | 253 |
|
|
2021
Q4 | $1.09M | Sell |
30,289
-98
| -0.3% | -$3.54K | 0.02% | 250 |
|
|
2021
Q3 | $1.02M | Hold |
30,387
| – | – | 0.02% | 251 |
|
|
2021
Q2 | $1.01M | Buy |
30,387
+74
| +0.2% | +$2.46K | 0.02% | 252 |
|
|
2021
Q1 | $962K | Hold |
30,313
| – | – | 0.05% | 237 |
|
|
2020
Q4 | $916K | Buy |
30,313
+193
| +0.6% | +$5.83K | 0.05% | 227 |
|
|
2020
Q3 | $818K | Buy |
+30,120
| New | +$818K | 0.06% | 202 |
|
|
2020
Q2 | – | Sell |
-31,394
| Closed | -$749K | – | 423 |
|
|
2020
Q1 | $749K | Buy |
31,394
+1,283
| +4% | +$30.6K | 0.07% | 204 |
|
|
2019
Q4 | $1.04M | Sell |
30,111
-101
| -0.3% | -$3.48K | 0.1% | 153 |
|
|
2019
Q3 | $1.08M | Buy |
30,212
+8
| +0% | +$285 | 0.12% | 136 |
|
|
2019
Q2 | $966K | Hold |
30,204
| – | – | 0.11% | 148 |
|
|
2019
Q1 | $945K | Buy |
30,204
+70
| +0.2% | +$2.19K | 0.12% | 141 |
|
|
2018
Q4 | $842K | Hold |
30,134
| – | – | 0.13% | 134 |
|
|
2018
Q3 | $793K | Hold |
30,134
| – | – | 0.12% | 139 |
|
|
2018
Q2 | $778K | Buy |
+30,134
| New | +$778K | 0.13% | 137 |
|
|
2018
Q1 | – | Sell |
-29,582
| Closed | -$771K | – | 321 |
|
|
2017
Q4 | $771K | Hold |
29,582
| – | – | 0.16% | 126 |
|
|
2017
Q3 | $823K | Hold |
29,582
| – | – | 0.2% | 113 |
|
|
2017
Q2 | $945K | Sell |
29,582
-266
| -0.9% | -$8.5K | 0.22% | 102 |
|
|
2017
Q1 | $934K | Sell |
29,848
-393
| -1% | -$12.3K | 0.27% | 82 |
|
|
2016
Q4 | $899K | Sell |
30,241
-2,956
| -9% | -$87.9K | 0.29% | 72 |
|
|
2016
Q3 | $1.15M | Buy |
33,197
+9
| +0% | +$311 | 0.39% | 56 |
|
|
2016
Q2 | $1.07M | Buy |
33,188
+11
| +0% | +$354 | 0.36% | 56 |
|
|
2016
Q1 | $984K | Buy |
33,177
+245
| +0.7% | +$7.27K | 0.33% | 63 |
|
|
2015
Q4 | $1.15M | Buy |
32,932
+124
| +0.4% | +$4.32K | 0.38% | 50 |
|
|
2015
Q3 | $1.11M | Buy |
32,808
+7
| +0% | +$237 | 0.39% | 47 |
|
|
2015
Q2 | $1.09M | Buy |
32,801
+565
| +2% | +$18.8K | 0.36% | 53 |
|
|
2015
Q1 | $1.27M | Hold |
32,236
| – | – | 0.48% | 41 |
|
|
2014
Q4 | $1.29M | Sell |
32,236
-659
| -2% | -$26.4K | 0.5% | 40 |
|
|
2014
Q3 | $1.19M | Buy |
32,895
+659
| +2% | +$23.8K | 0.49% | 41 |
|
|
2014
Q2 | $1.22M | Hold |
32,236
| – | – | 0.53% | 38 |
|
|
2014
Q1 | $1.14M | Hold |
32,236
| – | – | 0.53% | 41 |
|
|
2013
Q4 | $1.07M | Hold |
32,236
| – | – | 0.5% | 42 |
|
|
2013
Q3 | $1.2M | Hold |
32,236
| – | – | 0.64% | 35 |
|
|
2013
Q2 | $1.33M | Buy |
+32,236
| New | +$1.33M | 0.75% | 27 |
|