CSat Investment Advisory’s Healthpeak Properties DOC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2021
Q1
$48K Buy
1,511
+247
+20% +$7.85K 0.04% 202
2020
Q4
$38K Sell
1,264
-1,445
-53% -$43.4K 0.04% 207
2020
Q3
$74K Buy
2,709
+217
+9% +$5.93K 0.01% 578
2020
Q2
$68K Buy
2,492
+1,003
+67% +$27.4K 0.01% 605
2020
Q1
$35K Buy
1,489
+34
+2% +$799 0.01% 610
2019
Q4
$50K Buy
1,455
+368
+34% +$12.6K 0.01% 625
2019
Q3
$39K Sell
1,087
-78
-7% -$2.8K 0.01% 617
2019
Q2
$37K Buy
1,165
+509
+78% +$16.2K 0.01% 622
2019
Q1
$21K Buy
656
+24
+4% +$768 0.01% 302
2018
Q4
$18K Buy
632
+5
+0.8% +$142 0.01% 306
2018
Q3
$17K Buy
627
+7
+1% +$190 0.01% 251
2018
Q2
$16K Buy
+620
New +$16K 0.01% 242