CYG
Clean Yield Group’s Healthpeak Properties DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.15M | Sell |
237,208
-17,116
| -7% | -$300K | 1.24% | 29 |
|
|
2025
Q1 | $5.14M | Sell |
254,324
-7,396
| -3% | -$150K | 1.68% | 17 |
|
|
2024
Q4 | $5.31M | Sell |
261,720
-14,537
| -5% | -$295K | 1.69% | 13 |
|
|
2024
Q3 | $6.32M | Sell |
276,257
-107,045
| -28% | -$2.45M | 2% | 12 |
|
|
2024
Q2 | $7.51M | Sell |
383,302
-44,455
| -10% | -$871K | 2.81% | 6 |
|
|
2024
Q1 | $8.02M | Buy |
427,757
+183,900
| +75% | +$3.45M | 3.12% | 5 |
|
|
2023
Q4 | $4.83M | Sell |
243,857
-21,345
| -8% | -$423K | 2.03% | 14 |
|
|
2023
Q3 | $4.81M | Buy |
265,202
+704
| +0.3% | +$12.8K | 2.13% | 13 |
|
|
2023
Q2 | $5.32M | Buy |
264,498
+45,001
| +21% | +$905K | 2.19% | 13 |
|
|
2023
Q1 | $4.82M | Buy |
219,497
+10,250
| +5% | +$225K | 2.05% | 14 |
|
|
2022
Q4 | $5.25M | Buy |
209,247
+7,170
| +4% | +$180K | 2.25% | 10 |
|
|
2022
Q3 | $4.63M | Buy |
202,077
+24,699
| +14% | +$566K | 2.15% | 12 |
|
|
2022
Q2 | $4.6M | Buy |
177,378
+62,734
| +55% | +$1.63M | 1.9% | 13 |
|
|
2022
Q1 | $3.94M | Buy |
114,644
+8,226
| +8% | +$282K | 1.39% | 21 |
|
|
2021
Q4 | $3.84M | Buy |
106,418
+65
| +0.1% | +$2.35K | 1.23% | 27 |
|
|
2021
Q3 | $3.56M | Sell |
106,353
-3,215
| -3% | -$108K | 1.17% | 26 |
|
|
2021
Q2 | $3.65M | Sell |
109,568
-740
| -0.7% | -$24.7K | 1.24% | 25 |
|
|
2021
Q1 | $3.5M | Sell |
110,308
-565
| -0.5% | -$17.9K | 1.32% | 26 |
|
|
2020
Q4 | $3.35M | Sell |
110,873
-850
| -0.8% | -$25.7K | 1.2% | 22 |
|
|
2020
Q3 | $3.03M | Buy |
111,723
+3,025
| +3% | +$82.1K | 1.23% | 20 |
|
|
2020
Q2 | $3M | Sell |
108,698
-2,035
| -2% | -$56.1K | 1.29% | 21 |
|
|
2020
Q1 | $2.64M | Buy |
110,733
+26,173
| +31% | +$624K | 1.25% | 24 |
|
|
2019
Q4 | $2.92M | Sell |
84,560
-1,470
| -2% | -$50.7K | 0.91% | 32 |
|
|
2019
Q3 | $3.07M | Sell |
86,030
-40
| -0% | -$1.43K | 1.01% | 33 |
|
|
2019
Q2 | $2.75M | Sell |
86,070
-1,670
| -2% | -$53.4K | 1% | 35 |
|
|
2019
Q1 | $2.75M | Sell |
87,740
-1,995
| -2% | -$62.4K | 1.11% | 37 |
|
|
2018
Q4 | $2.51M | Sell |
89,735
-710
| -0.8% | -$19.8K | 1.09% | 36 |
|
|
2018
Q3 | $2.38M | Sell |
90,445
-1,130
| -1% | -$29.7K | 0.95% | 43 |
|
|
2018
Q2 | $2.36M | Buy |
91,575
+7,235
| +9% | +$187K | 0.98% | 40 |
|
|
2018
Q1 | $1.96M | Buy |
84,340
+65,955
| +359% | +$1.53M | 0.83% | 46 |
|
|
2017
Q4 | $479K | Buy |
18,385
+6,370
| +53% | +$166K | 0.19% | 99 |
|
|
2017
Q3 | $334K | Sell |
12,015
-14,915
| -55% | -$415K | 0.14% | 109 |
|
|
2017
Q2 | $855K | Sell |
26,930
-6,950
| -21% | -$221K | 0.36% | 70 |
|
|
2017
Q1 | $1.06M | Sell |
33,880
-810
| -2% | -$25.3K | 0.45% | 63 |
|
|
2016
Q4 | $1.03M | Sell |
34,690
-7,343
| -17% | -$218K | 0.47% | 68 |
|
|
2016
Q3 | $1.6M | Sell |
42,033
-4,267
| -9% | -$162K | 0.69% | 51 |
|
|
2016
Q2 | $1.64M | Sell |
46,300
-47,669
| -51% | -$1.69M | 0.7% | 51 |
|
|
2016
Q1 | $3.3M | Sell |
93,969
-9,665
| -9% | -$339K | 1.46% | 22 |
|
|
2015
Q4 | $3.83M | Sell |
103,634
-26,215
| -20% | -$968K | 1.89% | 12 |
|
|
2015
Q3 | $4.94M | Buy |
129,849
+6,720
| +5% | +$256K | 2.33% | 8 |
|
|
2015
Q2 | $4.49M | Buy |
123,129
+33,395
| +37% | +$1.22M | 2.06% | 9 |
|
|
2015
Q1 | $3.88M | Buy |
+89,734
| New | +$3.88M | 1.66% | 17 |
|