Dixon Hubard Feinour & Brown’s Healthpeak Properties DOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-7,750
| Closed | -$266K | – | 287 |
|
|
2022
Q1 | $266K | Hold |
7,750
| – | – | 0.03% | 271 |
|
|
2021
Q4 | $280K | Sell |
7,750
-867
| -10% | -$31.3K | 0.03% | 267 |
|
|
2021
Q3 | $288K | Sell |
8,617
-4,470
| -34% | -$149K | 0.06% | 151 |
|
|
2021
Q2 | $436K | Sell |
13,087
-30,773
| -70% | -$1.03M | 0.09% | 129 |
|
|
2021
Q1 | $1.26M | Buy |
43,860
+14,787
| +51% | +$424K | 0.16% | 105 |
|
|
2020
Q4 | $789K | Hold |
29,073
| – | – | 0.2% | 80 |
|
|
2020
Q3 | $789K | Sell |
29,073
-2,250
| -7% | -$61.1K | 0.2% | 80 |
|
|
2020
Q2 | $856K | Sell |
31,323
-4,535
| -13% | -$124K | 0.22% | 81 |
|
|
2020
Q1 | $855K | Buy |
35,858
+230
| +0.6% | +$5.48K | 0.29% | 70 |
|
|
2019
Q4 | $1.23M | Sell |
35,628
-2,425
| -6% | -$83.6K | 0.32% | 73 |
|
|
2019
Q3 | $1.36M | Hold |
38,053
| – | – | 0.38% | 64 |
|
|
2019
Q2 | $1.22M | Buy |
38,053
+500
| +1% | +$16K | 0.35% | 69 |
|
|
2019
Q1 | $1.18M | Sell |
37,553
-1,030
| -3% | -$32.2K | 0.35% | 70 |
|
|
2018
Q4 | $1.08M | Sell |
38,583
-595
| -2% | -$16.6K | 0.4% | 66 |
|
|
2018
Q3 | $1.03M | Sell |
39,178
-1,825
| -4% | -$48K | 0.29% | 81 |
|
|
2018
Q2 | $1.06M | Sell |
41,003
-5,000
| -11% | -$129K | 0.31% | 77 |
|
|
2018
Q1 | $1.07M | Sell |
46,003
-2,900
| -6% | -$67.4K | 0.3% | 85 |
|
|
2017
Q4 | $1.28M | Sell |
48,903
-7,020
| -13% | -$183K | 0.35% | 77 |
|
|
2017
Q3 | $1.56M | Sell |
55,923
-775
| -1% | -$21.6K | 0.45% | 63 |
|
|
2017
Q2 | $1.81M | Buy |
56,698
+1,102
| +2% | +$35.2K | 0.52% | 56 |
|
|
2017
Q1 | $1.74M | Sell |
55,596
-6,760
| -11% | -$211K | 0.52% | 55 |
|
|
2016
Q4 | $1.85M | Sell |
62,356
-9,701
| -13% | -$288K | 0.59% | 50 |
|
|
2016
Q3 | $2.49M | Sell |
72,057
-3,322
| -4% | -$115K | 0.77% | 39 |
|
|
2016
Q2 | $2.43M | Buy |
75,379
+2,882
| +4% | +$92.9K | 0.78% | 40 |
|
|
2016
Q1 | $2.23M | Sell |
72,497
-12,778
| -15% | -$394K | 0.73% | 43 |
|
|
2015
Q4 | $2.97M | Sell |
85,275
-12,622
| -13% | -$440K | 0.94% | 35 |
|
|
2015
Q3 | $3.32M | Buy |
97,897
+3,690
| +4% | +$125K | 1.22% | 29 |
|
|
2015
Q2 | $3.13M | Sell |
94,207
-1,175
| -1% | -$39K | 0.96% | 35 |
|
|
2015
Q1 | $3.75M | Buy |
95,382
+31,820
| +50% | +$1.25M | 1.11% | 33 |
|
|
2014
Q4 | $2.55M | Buy |
63,562
+3,327
| +6% | +$133K | 0.79% | 41 |
|
|
2014
Q3 | $2.18M | Buy |
60,235
+3,903
| +7% | +$141K | 0.71% | 47 |
|
|
2014
Q2 | $2.12M | Buy |
56,332
+83
| +0.1% | +$3.13K | 0.69% | 44 |
|
|
2014
Q1 | $1.99M | Sell |
56,249
-7,000
| -11% | -$247K | 0.69% | 45 |
|
|
2013
Q4 | $2.09M | Sell |
63,249
-4,079
| -6% | -$135K | 0.77% | 42 |
|
|
2013
Q3 | $2.51M | Sell |
67,328
-566
| -0.8% | -$21.1K | 1.06% | 38 |
|
|
2013
Q2 | $2.81M | Buy |
+67,894
| New | +$2.81M | 1.25% | 32 |
|