Financial Architects (New Jersey)’s Healthpeak Properties DOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-1,400
| Closed | -$50K | – | 918 |
|
|
2019
Q3 | $50K | Hold |
1,400
| – | – | 0.01% | 433 |
|
|
2019
Q2 | $45K | Hold |
1,400
| – | – | 0.01% | 466 |
|
|
2019
Q1 | $44K | Sell |
1,400
-163
| -10% | -$5.12K | 0.01% | 568 |
|
|
2018
Q4 | $44K | Hold |
1,563
| – | – | 0.01% | 523 |
|
|
2018
Q3 | $41K | Buy |
1,563
+163
| +12% | +$4.28K | 0.01% | 591 |
|
|
2018
Q2 | $36K | Sell |
1,400
-249
| -15% | -$6.4K | 0.01% | 647 |
|
|
2018
Q1 | $39K | Sell |
1,649
-14
| -0.8% | -$331 | 0.01% | 598 |
|
|
2017
Q4 | $44K | Sell |
1,663
-31
| -2% | -$820 | 0.01% | 633 |
|
|
2017
Q3 | $47K | Sell |
1,694
-9
| -0.5% | -$250 | 0.01% | 631 |
|
|
2017
Q2 | $55K | Buy |
1,703
+33
| +2% | +$1.07K | 0.01% | 564 |
|
|
2017
Q1 | $52K | Sell |
1,670
-33
| -2% | -$1.03K | 0.01% | 580 |
|
|
2016
Q4 | $51K | Sell |
1,703
-169
| -9% | -$5.06K | 0.01% | 563 |
|
|
2016
Q3 | $64K | Sell |
1,872
-182
| -9% | -$6.22K | 0.02% | 498 |
|
|
2016
Q2 | $67K | Buy |
2,054
+483
| +31% | +$15.8K | 0.02% | 466 |
|
|
2016
Q1 | $47K | Buy |
+1,571
| New | +$47K | 0.02% | 409 |
|
|
2015
Q3 | – | Sell |
-180
| Closed | -$6K | – | 383 |
|
|
2015
Q2 | $6K | Buy |
+180
| New | +$6K | ﹤0.01% | 876 |
|
|
2015
Q1 | – | Sell |
-186
| Closed | -$7K | – | 937 |
|
|
2014
Q4 | $7K | Buy |
186
+152
| +447% | +$5.72K | ﹤0.01% | 734 |
|
|
2014
Q3 | $1K | Hold |
34
| – | – | ﹤0.01% | 825 |
|
|
2014
Q2 | $1K | Buy |
+34
| New | +$1K | ﹤0.01% | 832 |
|
|
2013
Q4 | – | Sell |
-581
| Closed | -$21K | – | 260 |
|
|
2013
Q3 | $21K | Buy |
581
+157
| +37% | +$5.68K | 0.01% | 381 |
|
|
2013
Q2 | $17K | Buy |
+424
| New | +$17K | 0.01% | 383 |
|