CPA

Cowen Prime Advisors’s Healthpeak Properties DOC Stock Holding History

Cowen Prime Advisors’s Portfolio DOC Stock Details DOC Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$161K	Hold	8,000	–	–	0.06%	93
2023 Q1	$176K	Hold	8,000	–	–	0.07%	90
2022 Q4	$201K	Hold	8,000	–	–	0.08%	84
2022 Q3	$183K	Hold	8,000	–	–	0.11%	74
2022 Q2	$207K	Hold	8,000	–	–	0.12%	75
2022 Q1	$275K	Hold	8,000	–	–	0.12%	78
2021 Q4	$289K	Hold	8,000	–	–	0.1%	73
2021 Q3	$268K	Hold	8,000	–	–	0.1%	74
2021 Q2	$266K	Hold	8,000	–	–	0.1%	74
2021 Q1	$254K	Hold	8,000	–	–	0.1%	72
2020 Q4	$242K	Hold	8,000	–	–	0.11%	66
2020 Q3	$217K	Hold	8,000	–	–	0.11%	69
2020 Q2	$207K	Hold	8,000	–	–	0.12%	75
2020 Q1	$191K	Hold	8,000	–	–	0.12%	71
2019 Q4	$276K	Hold	8,000	–	–	0.13%	65
2019 Q3	$285K	Hold	8,000	–	–	0.15%	61
2019 Q2	$256K	Hold	8,000	–	–	0.12%	66
2019 Q1	$250K	Hold	8,000	–	–	0.13%	61
2018 Q4	$223K	Hold	8,000	–	–	0.13%	70
2018 Q3	$211K	Hold	8,000	–	–	0.1%	85
2018 Q2	$207K	Hold	8,000	–	–	0.1%	80
2018 Q1	$186K	Hold	8,000	–	–	0.1%	83
2017 Q4	$209K	Hold	8,000	–	–	0.1%	89
2017 Q3	$223K	Hold	8,000	–	–	0.11%	74
2017 Q2	$256K	Hold	8,000	–	–	0.12%	74
2017 Q1	$250K	Hold	8,000	–	–	0.13%	70
2016 Q4	$238K	Hold	8,000	–	–	0.13%	77
2016 Q3	$304K	Hold	8,000	–	–	0.14%	88
2016 Q2	$283K	Hold	8,000	–	–	0.14%	81
2016 Q1	$261K	Hold	8,000	–	–	0.12%	83
2015 Q4	$306K	Hold	8,000	–	–	0.14%	80
2015 Q3	$298K	Hold	8,000	–	–	0.14%	83
2015 Q2	$292K	Hold	8,000	–	–	0.11%	86
2015 Q1	$346K	Hold	8,000	–	–	0.14%	85
2014 Q4	$352K	Hold	8,000	–	–	0.14%	83
2014 Q3	$318K	Hold	8,000	–	–	0.14%	86
2014 Q2	$331K	Hold	8,000	–	–	0.13%	67
2014 Q1	$310K	Sell	8,000 -6,000	-43%	-$233K	0.12%	71
2013 Q4	$508K	Sell	14,000 -69,600	-83%	-$2.53M	0.2%	56
2013 Q3	$3.42M	Buy	83,600 +3,800	+5%	+$156K	1.34%	17
2013 Q2	$3.59M	Buy	+79,800	New	+$3.59M	1.49%	17