Crossmark Global Holdings’s Healthpeak Properties DOC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$448K Sell
25,578
-1,004
-4% -$17.6K 0.01% 931
2025
Q1
$537K Buy
+26,582
New +$537K 0.01% 847
2024
Q1
Sell
-26,434
Closed -$523K 1334
2023
Q4
$523K Hold
26,434
0.01% 827
2023
Q3
$473K Hold
26,434
0.01% 835
2023
Q2
$575K Sell
26,434
-326
-1% -$7.09K 0.01% 794
2023
Q1
$588K Sell
26,760
-174
-0.6% -$3.82K 0.01% 756
2022
Q4
$675K Sell
26,934
-1,131
-4% -$28.3K 0.02% 681
2022
Q3
$643K Sell
28,065
-794
-3% -$18.2K 0.02% 674
2022
Q2
$748K Buy
28,859
+590
+2% +$15.3K 0.02% 656
2022
Q1
$970K Buy
28,269
+880
+3% +$30.2K 0.02% 632
2021
Q4
$988K Sell
27,389
-8,580
-24% -$310K 0.02% 631
2021
Q3
$1.2M Buy
35,969
+710
+2% +$23.8K 0.03% 556
2021
Q2
$1.17M Buy
35,259
+1,240
+4% +$41.3K 0.03% 558
2021
Q1
$1.08M Sell
34,019
-10
-0% -$317 0.03% 565
2020
Q4
$1.03M Sell
34,029
-3,441
-9% -$104K 0.03% 569
2020
Q3
$1.02M Sell
37,470
-110
-0.3% -$2.99K 0.03% 541
2020
Q2
$1.04M Sell
37,580
-74
-0.2% -$2.04K 0.03% 529
2020
Q1
$898K Buy
37,654
+384
+1% +$9.16K 0.03% 486
2019
Q4
$1.29M Sell
37,270
-6,220
-14% -$214K 0.04% 495
2019
Q3
$1.55M Sell
43,490
-2,160
-5% -$77K 0.05% 431
2019
Q2
$1.46M Sell
45,650
-275
-0.6% -$8.8K 0.04% 465
2019
Q1
$1.44M Buy
45,925
+450
+1% +$14.1K 0.04% 470
2018
Q4
$1.27M Buy
45,475
+9,993
+28% +$279K 0.04% 478
2018
Q3
$934K Buy
35,482
+26
+0.1% +$684 0.02% 632
2018
Q2
$915K Sell
35,456
-1,470
-4% -$37.9K 0.02% 632
2018
Q1
$858K Sell
36,926
-2,866
-7% -$66.6K 0.02% 666
2017
Q4
$1.04M Buy
39,792
+1,957
+5% +$51.1K 0.02% 638
2017
Q3
$1.05M Buy
+37,835
New +$1.05M 0.03% 595
2016
Q3
$1.05M Buy
+41,543
New +$1.05M 0.03% 595