Glassman Wealth 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
Q1 | – | Sell |
-1,570
| Closed | -$31.1K | – | 655 |
|
|
2023
Q4 | $31.1K | Buy |
1,570
+1,097
| +232% | +$21.7K | ﹤0.01% | 580 |
|
|
2023
Q3 | $8.68K | Sell |
473
-33
| -7% | -$606 | ﹤0.01% | 896 |
|
|
2023
Q2 | $10.2K | Sell |
506
-395
| -44% | -$7.94K | ﹤0.01% | 811 |
|
|
2023
Q1 | $19.8K | Buy |
901
+386
| +75% | +$8.48K | ﹤0.01% | 639 |
|
|
2022
Q4 | $12.9K | Sell |
515
-331
| -39% | -$8.3K | ﹤0.01% | 765 |
|
|
2022
Q3 | $19K | Buy |
846
+18
| +2% | +$404 | ﹤0.01% | 625 |
|
|
2022
Q2 | $21K | Sell |
828
-27
| -3% | -$685 | ﹤0.01% | 600 |
|
|
2022
Q1 | $29K | Sell |
855
-68
| -7% | -$2.31K | 0.01% | 534 |
|
|
2021
Q4 | $33K | Buy |
923
+94
| +11% | +$3.36K | 0.01% | 469 |
|
|
2021
Q3 | $28K | Buy |
829
+40
| +5% | +$1.35K | 0.01% | 490 |
|
|
2021
Q2 | $26K | Buy |
789
+53
| +7% | +$1.75K | 0.01% | 496 |
|
|
2021
Q1 | $23K | Buy |
736
+229
| +45% | +$7.16K | ﹤0.01% | 490 |
|
|
2020
Q4 | $15K | Sell |
507
-73
| -13% | -$2.16K | ﹤0.01% | 609 |
|
|
2020
Q3 | $16K | Buy |
580
+325
| +127% | +$8.97K | ﹤0.01% | 480 |
|
|
2020
Q2 | $7K | Buy |
255
+176
| +223% | +$4.83K | ﹤0.01% | 549 |
|
|
2020
Q1 | $2K | Sell |
79
-171
| -68% | -$4.33K | ﹤0.01% | 690 |
|
|
2019
Q4 | $9K | Hold |
250
| – | – | ﹤0.01% | 494 |
|
|
2019
Q3 | $9K | Buy |
250
+17
| +7% | +$612 | ﹤0.01% | 456 |
|
|
2019
Q2 | $7K | Buy |
233
+51
| +28% | +$1.53K | ﹤0.01% | 497 |
|
|
2019
Q1 | $6K | Buy |
182
+101
| +125% | +$3.33K | ﹤0.01% | 513 |
|
|
2018
Q4 | $2K | Sell |
81
-107
| -57% | -$2.64K | ﹤0.01% | 538 |
|
|
2018
Q3 | $5K | Hold |
188
| – | – | ﹤0.01% | 470 |
|
|
2018
Q2 | $5K | Buy |
188
+107
| +132% | +$2.85K | ﹤0.01% | 436 |
|
|
2018
Q1 | $2K | Buy |
+81
| New | +$2K | ﹤0.01% | 531 |
|
|
2017
Q4 | – | Sell |
-14
| Closed | – | – | 693 |
|
|
2017
Q3 | $0 | Sell |
14
-4
| -22% | – | ﹤0.01% | 563 |
|
|
2017
Q2 | $1K | Buy |
18
+4
| +29% | +$222 | ﹤0.01% | 457 |
|
|
2017
Q1 | $0 | Hold |
14
| – | – | ﹤0.01% | 602 |
|
|
2016
Q4 | $0 | Buy |
+14
| New | – | ﹤0.01% | 633 |
|