First Horizon Advisors’s Healthpeak Properties DOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,652
| Closed | -$36.3K | – | 2461 |
|
|
2023
Q1 | $36.3K | Buy |
1,652
+750
| +83% | +$16.5K | ﹤0.01% | 1038 |
|
|
2022
Q4 | $22.6K | Buy |
902
+354
| +65% | +$8.88K | ﹤0.01% | 1213 |
|
|
2022
Q3 | $13K | Sell |
548
-485
| -47% | -$11.5K | ﹤0.01% | 1393 |
|
|
2022
Q2 | $27K | Buy |
1,033
+507
| +96% | +$13.3K | ﹤0.01% | 1172 |
|
|
2022
Q1 | $18K | Sell |
526
-82
| -13% | -$2.81K | ﹤0.01% | 915 |
|
|
2021
Q4 | $22K | Sell |
608
-26
| -4% | -$941 | ﹤0.01% | 1237 |
|
|
2021
Q3 | $22K | Buy |
634
+97
| +18% | +$3.37K | ﹤0.01% | 1249 |
|
|
2021
Q2 | $18K | Sell |
537
-51
| -9% | -$1.71K | ﹤0.01% | 1141 |
|
|
2021
Q1 | $19K | Hold |
588
| – | – | ﹤0.01% | 1088 |
|
|
2020
Q4 | $18K | Sell |
588
-1,434
| -71% | -$43.9K | ﹤0.01% | 916 |
|
|
2020
Q3 | $55K | Hold |
2,022
| – | – | ﹤0.01% | 522 |
|
|
2020
Q2 | $56K | Buy |
2,022
+754
| +59% | +$20.9K | ﹤0.01% | 495 |
|
|
2020
Q1 | $30K | Buy |
1,268
+27
| +2% | +$639 | ﹤0.01% | 599 |
|
|
2019
Q4 | $43K | Buy |
1,241
+149
| +14% | +$5.16K | ﹤0.01% | 606 |
|
|
2019
Q3 | $39K | Buy |
1,092
+198
| +22% | +$7.07K | ﹤0.01% | 615 |
|
|
2019
Q2 | $29K | Buy |
894
+11
| +1% | +$357 | ﹤0.01% | 732 |
|
|
2019
Q1 | $28K | Buy |
883
+253
| +40% | +$8.02K | ﹤0.01% | 694 |
|
|
2018
Q4 | $18K | Buy |
630
+297
| +89% | +$8.49K | ﹤0.01% | 824 |
|
|
2018
Q3 | $9K | Hold |
333
| – | – | ﹤0.01% | 1138 |
|
|
2018
Q2 | $9K | Hold |
333
| – | – | ﹤0.01% | 1146 |
|
|
2018
Q1 | $8K | Sell |
333
-196
| -37% | -$4.71K | ﹤0.01% | 1064 |
|
|
2017
Q4 | $14K | Hold |
529
| – | – | ﹤0.01% | 911 |
|
|
2017
Q3 | $15K | Sell |
529
-353
| -40% | -$10K | ﹤0.01% | 873 |
|
|
2017
Q2 | $28K | Sell |
882
-187
| -17% | -$5.94K | ﹤0.01% | 656 |
|
|
2017
Q1 | $33K | Sell |
1,069
-92
| -8% | -$2.84K | ﹤0.01% | 656 |
|
|
2016
Q4 | $44K | Sell |
1,161
-114
| -9% | -$4.32K | 0.01% | 564 |
|
|
2016
Q3 | $44K | Hold |
1,275
| – | – | 0.01% | 558 |
|
|
2016
Q2 | $41K | Hold |
1,275
| – | – | 0.01% | 561 |
|
|
2016
Q1 | $38K | Sell |
1,275
-403
| -24% | -$12K | ﹤0.01% | 608 |
|
|
2015
Q4 | $58K | Buy |
1,678
+1,155
| +221% | +$39.9K | 0.01% | 453 |
|
|
2015
Q3 | $18K | Buy |
+523
| New | +$18K | ﹤0.01% | 823 |
|
|
2014
Q4 | – | Sell |
-75
| Closed | -$3K | – | 1501 |
|
|
2014
Q3 | $3K | Buy |
+75
| New | +$3K | ﹤0.01% | 1327 |
|
|
2014
Q1 | – | Sell |
-41
| Closed | -$1K | – | 1399 |
|
|
2013
Q4 | $1K | Buy |
+41
| New | +$1K | ﹤0.01% | 1274 |
|