Concourse Financial Group Securities’s Healthpeak Properties DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-6,989
| Closed | -$144K | – | 2089 |
|
|
2024
Q4 | $144K | Sell |
6,989
-420
| -6% | -$8.63K | 0.01% | 832 |
|
|
2024
Q3 | $169K | Sell |
7,409
-5,079
| -41% | -$116K | 0.01% | 774 |
|
|
2024
Q2 | $245K | Buy |
12,488
+5,341
| +75% | +$105K | 0.02% | 636 |
|
|
2024
Q1 | $134K | Buy |
7,147
+114
| +2% | +$2.14K | 0.01% | 816 |
|
|
2023
Q4 | $139K | Hold |
7,033
| – | – | 0.01% | 782 |
|
|
2023
Q3 | $129K | Buy |
7,033
+499
| +8% | +$9.16K | 0.01% | 761 |
|
|
2023
Q2 | $131K | Sell |
6,534
-286
| -4% | -$5.75K | 0.01% | 773 |
|
|
2023
Q1 | $150K | Sell |
6,820
-91
| -1% | -$2K | 0.01% | 735 |
|
|
2022
Q4 | $173K | Buy |
6,911
+146
| +2% | +$3.66K | 0.01% | 650 |
|
|
2022
Q3 | $155K | Buy |
6,765
+256
| +4% | +$5.87K | 0.01% | 594 |
|
|
2022
Q2 | $169K | Buy |
6,509
+458
| +8% | +$11.9K | 0.01% | 634 |
|
|
2022
Q1 | $208K | Buy |
6,051
+3,885
| +179% | +$134K | 0.02% | 625 |
|
|
2021
Q4 | $78K | Buy |
2,166
+9
| +0.4% | +$324 | ﹤0.01% | 1107 |
|
|
2021
Q3 | $72K | Buy |
2,157
+163
| +8% | +$5.44K | ﹤0.01% | 1149 |
|
|
2021
Q2 | $66K | Sell |
1,994
-168
| -8% | -$5.56K | ﹤0.01% | 1174 |
|
|
2021
Q1 | $69K | Buy |
2,162
+240
| +12% | +$7.66K | ﹤0.01% | 1102 |
|
|
2020
Q4 | $58K | Sell |
1,922
-350
| -15% | -$10.6K | ﹤0.01% | 1100 |
|
|
2020
Q3 | $62K | Buy |
2,272
+46
| +2% | +$1.26K | 0.01% | 970 |
|
|
2020
Q2 | $61K | Sell |
2,226
-348
| -14% | -$9.54K | 0.01% | 903 |
|
|
2020
Q1 | $61K | Buy |
2,574
+1,428
| +125% | +$33.8K | 0.01% | 818 |
|
|
2019
Q4 | $40K | Buy |
1,146
+882
| +334% | +$30.8K | ﹤0.01% | 1017 |
|
|
2019
Q3 | $9K | Sell |
264
-1,382
| -84% | -$47.1K | ﹤0.01% | 1171 |
|
|
2019
Q2 | $53K | Buy |
1,646
+553
| +51% | +$17.8K | 0.01% | 840 |
|
|
2019
Q1 | $34K | Sell |
1,093
-149
| -12% | -$4.64K | ﹤0.01% | 1020 |
|
|
2018
Q4 | $34K | Buy |
1,242
+960
| +340% | +$26.3K | ﹤0.01% | 937 |
|
|
2018
Q3 | $7K | Buy |
+282
| New | +$7K | ﹤0.01% | 1260 |
|