Buckingham Strategic Wealth’s Healthpeak Properties DOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $722K | Buy |
|
|||||
|
2024
Q1 | $616K | Buy |
|
|||||
|
2023
Q4 | $605K | Sell |
|
|||||
|
2023
Q3 | $570K | Sell |
|
|||||
|
2023
Q2 | $625K | Buy |
|
|||||
|
2023
Q1 | $772K | Hold |
|
|||||
|
2022
Q4 | $772K | Buy |
|
|||||
|
2022
Q3 | $694K | Sell |
|
|||||
|
2022
Q2 | $788K | Buy |
|
|||||
|
2022
Q1 | $1.04M | Hold |
|
|||||
|
2021
Q4 | $1.09M | Sell |
|
|||||
|
2021
Q3 | $1.02M | Hold |
|
|||||
|
2021
Q2 | $1.01M | Buy |
|
|||||
|
2021
Q1 | $962K | Hold |
|
|||||
|
2020
Q4 | $916K | Buy |
|
|||||
|
2020
Q3 | $818K | Buy |
|
|||||
|
2020
Q2 | – | Sell |
|
|||||
|
2020
Q1 | $749K | Buy |
|
|||||
|
2019
Q4 | $1.04M | Sell |
|
|||||
|
2019
Q3 | $1.08M | Buy |
|
|||||
|
2019
Q2 | $966K | Hold |
|
|||||
|
2019
Q1 | $945K | Buy |
|
|||||
|
2018
Q4 | $842K | Hold |
|
|||||
|
2018
Q3 | $793K | Hold |
|
|||||
|
2018
Q2 | $778K | Buy |
|
|||||
|
2018
Q1 | – | Sell |
|
|||||
|
2017
Q4 | $771K | Hold |
|
|||||
|
2017
Q3 | $823K | Hold |
|
|||||
|
2017
Q2 | $945K | Sell |
|
|||||
|
2017
Q1 | $934K | Sell |
|
|||||
|
2016
Q4 | $899K | Sell |
|
|||||
|
2016
Q3 | $1.15M | Buy |
|
|||||
|
2016
Q2 | $1.07M | Buy |
|
|||||
|
2016
Q1 | $984K | Buy |
|
|||||
|
2015
Q4 | $1.15M | Buy |
|
|||||
|
2015
Q3 | $1.11M | Buy |
|
|||||
|
2015
Q2 | $1.09M | Buy |
|
|||||
|
2015
Q1 | $1.27M | Hold |
|
|||||
|
2014
Q4 | $1.29M | Sell |
|
|||||
|
2014
Q3 | $1.19M | Buy |
|
|||||
|
2014
Q2 | $1.22M | Hold |
|
|||||
|
2014
Q1 | $1.14M | Hold |
|
|||||
|
2013
Q4 | $1.07M | Hold |
|
|||||
|
2013
Q3 | $1.2M | Hold |
|
|||||
|
2013
Q2 | $1.33M | Buy |
|