Carroll Financial Associates’s Healthpeak Properties DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $43K | Buy |
1,231
+43
| +4% | +$1.5K | ﹤0.01% | 761 |
|
|
2021
Q3 | $39K | Sell |
1,188
-300
| -20% | -$9.85K | ﹤0.01% | 808 |
|
|
2021
Q2 | $49K | Buy |
1,488
+28
| +2% | +$922 | ﹤0.01% | 817 |
|
|
2021
Q1 | $46K | Hold |
1,460
| – | – | ﹤0.01% | 789 |
|
|
2020
Q4 | $44K | Sell |
1,460
-140
| -9% | -$4.22K | ﹤0.01% | 733 |
|
|
2020
Q3 | $43K | Hold |
1,600
| – | – | ﹤0.01% | 693 |
|
|
2020
Q2 | $44K | Hold |
1,600
| – | – | ﹤0.01% | 686 |
|
|
2020
Q1 | $38K | Hold |
1,600
| – | – | ﹤0.01% | 635 |
|
|
2019
Q4 | $55K | Hold |
1,600
| – | – | ﹤0.01% | 628 |
|
|
2019
Q3 | $57K | Sell |
1,600
-2
| -0.1% | -$71 | 0.01% | 608 |
|
|
2019
Q2 | $51K | Buy |
1,602
+2
| +0.1% | +$64 | ﹤0.01% | 610 |
|
|
2019
Q1 | $50K | Sell |
1,600
-46
| -3% | -$1.44K | ﹤0.01% | 564 |
|
|
2018
Q4 | $46K | Sell |
1,646
-500
| -23% | -$14K | 0.01% | 501 |
|
|
2018
Q3 | $56K | Hold |
2,146
| – | – | 0.01% | 483 |
|
|
2018
Q2 | $55K | Hold |
2,146
| – | – | 0.01% | 479 |
|
|
2018
Q1 | $49K | Buy |
2,146
+346
| +19% | +$7.9K | 0.01% | 492 |
|
|
2017
Q4 | $46K | Hold |
1,800
| – | – | 0.01% | 500 |
|
|
2017
Q3 | $48K | Hold |
1,800
| – | – | 0.01% | 498 |
|
|
2017
Q2 | $57K | Hold |
1,800
| – | – | 0.01% | 469 |
|
|
2017
Q1 | $56K | Hold |
1,800
| – | – | 0.01% | 455 |
|
|
2016
Q4 | $53K | Sell |
1,800
-303
| -14% | -$8.92K | 0.01% | 449 |
|
|
2016
Q3 | $72K | Buy |
2,103
+659
| +46% | +$22.6K | 0.01% | 400 |
|
|
2016
Q2 | $46K | Sell |
1,444
-53
| -4% | -$1.69K | 0.01% | 460 |
|
|
2016
Q1 | $44K | Sell |
1,497
-35
| -2% | -$1.03K | 0.01% | 448 |
|
|
2015
Q4 | $53K | Sell |
1,532
-1
| -0.1% | -$35 | 0.01% | 389 |
|
|
2015
Q3 | $55K | Buy |
1,533
+53
| +4% | +$1.9K | 0.01% | 371 |
|
|
2015
Q2 | $49K | Hold |
1,480
| – | – | 0.01% | 380 |
|
|
2015
Q1 | $58K | Hold |
1,480
| – | – | 0.03% | 262 |
|
|
2014
Q4 | $61K | Buy |
1,480
+804
| +119% | +$33.1K | 0.04% | 218 |
|
|
2014
Q3 | $26K | Hold |
676
| – | – | 0.01% | 410 |
|
|
2014
Q2 | $25K | Hold |
676
| – | – | 0.01% | 432 |
|
|
2014
Q1 | $24K | Buy |
+676
| New | +$24K | 0.01% | 389 |
|