GCA
Gideon Capital Advisors’s Healthpeak Properties DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-55,503
| Closed | -$1.91M | – | 56 |
|
|
2019
Q4 | $1.91M | Buy |
55,503
+20,329
| +58% | +$701K | 0.66% | 52 |
|
|
2019
Q3 | $1.25M | Buy |
+35,174
| New | +$1.25M | 0.41% | 87 |
|
|
2019
Q2 | – | Sell |
-155,245
| Closed | -$4.86M | – | 312 |
|
|
2019
Q1 | $4.86M | Buy |
+155,245
| New | +$4.86M | 1.74% | 4 |
|
|
2017
Q4 | – | Sell |
-29,306
| Closed | -$816K | – | 317 |
|
|
2017
Q3 | $816K | Buy |
29,306
+21,473
| +274% | +$598K | 0.8% | 11 |
|
|
2017
Q2 | $250K | Sell |
7,833
-4,113
| -34% | -$131K | 0.28% | 171 |
|
|
2017
Q1 | $374K | Buy |
+11,946
| New | +$374K | 0.22% | 174 |
|
|
2016
Q4 | – | Sell |
-20,071
| Closed | -$762K | – | 414 |
|
|
2016
Q3 | $762K | Buy |
20,071
+6,534
| +48% | +$248K | 0.46% | 73 |
|
|
2016
Q2 | $479K | Buy |
+13,537
| New | +$479K | 0.28% | 102 |
|
|
2016
Q1 | – | Sell |
-15,566
| Closed | -$595K | – | 167 |
|
|
2015
Q4 | $595K | Sell |
15,566
-32,043
| -67% | -$1.22M | 0.43% | 86 |
|
|
2015
Q3 | $1.77M | Buy |
+47,609
| New | +$1.77M | 1.04% | 19 |
|
|
2015
Q1 | – | Sell |
-19,370
| Closed | -$853K | – | 244 |
|
|
2014
Q4 | $853K | Buy |
19,370
+9,871
| +104% | +$435K | 0.4% | 88 |
|
|
2014
Q3 | $377K | Buy |
+9,499
| New | +$377K | 0.15% | 182 |
|
|
2014
Q1 | – | Sell |
-42,761
| Closed | -$1.55M | – | 224 |
|
|
2013
Q4 | $1.55M | Buy |
+42,761
| New | +$1.55M | 0.92% | 25 |
|