First Personal Financial Services’s Healthpeak Properties DOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $9.49K | Buy |
415
+185
| +80% | +$4.23K | ﹤0.01% | 309 |
|
|
2024
Q2 | $4.51K | Hold |
230
| – | – | ﹤0.01% | 313 |
|
|
2024
Q1 | $4.31K | Buy |
+230
| New | +$4.31K | ﹤0.01% | 312 |
|
|
2020
Q1 | – | Sell |
-29
| Closed | -$1K | – | 357 |
|
|
2019
Q4 | $1K | Hold |
29
| – | – | ﹤0.01% | 418 |
|
|
2019
Q3 | $1K | Hold |
29
| – | – | ﹤0.01% | 463 |
|
|
2019
Q2 | $1K | Buy |
+29
| New | +$1K | ﹤0.01% | 708 |
|
|
2018
Q2 | – | Sell |
-131
| Closed | -$3K | – | 732 |
|
|
2018
Q1 | $3K | Sell |
131
-588
| -82% | -$13.5K | ﹤0.01% | 956 |
|
|
2017
Q4 | $19K | Sell |
719
-90
| -11% | -$2.38K | ﹤0.01% | 654 |
|
|
2017
Q3 | $23K | Buy |
809
+90
| +13% | +$2.56K | ﹤0.01% | 562 |
|
|
2017
Q2 | $23K | Sell |
719
-170
| -19% | -$5.44K | 0.01% | 554 |
|
|
2017
Q1 | $28K | Buy |
889
+540
| +155% | +$17K | 0.01% | 509 |
|
|
2016
Q4 | $10K | Buy |
349
+76
| +28% | +$2.18K | ﹤0.01% | 706 |
|
|
2016
Q3 | $9K | Hold |
273
| – | – | ﹤0.01% | 606 |
|
|
2016
Q2 | $9K | Buy |
+273
| New | +$9K | ﹤0.01% | 580 |
|
|
2015
Q2 | – | Sell |
-51
| Closed | -$2K | – | 489 |
|
|
2015
Q1 | $2K | Hold |
51
| – | – | ﹤0.01% | 427 |
|
|
2014
Q4 | $2K | Buy |
+51
| New | +$2K | ﹤0.01% | 357 |
|