Global Retirement Partners’s Healthpeak Properties DOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $131K | Buy |
+7,481
| New | +$131K | ﹤0.01% | 1299 |
|
|
2024
Q4 | $127K | Sell |
6,249
-656
| -10% | -$13.3K | ﹤0.01% | 1158 |
|
|
2024
Q3 | $158K | Buy |
6,905
+113
| +2% | +$2.58K | ﹤0.01% | 1015 |
|
|
2024
Q2 | $133K | Buy |
6,792
+933
| +16% | +$18.3K | ﹤0.01% | 1057 |
|
|
2024
Q1 | $110K | Buy |
5,859
+4,778
| +442% | +$89.6K | ﹤0.01% | 1037 |
|
|
2023
Q4 | $22.4K | Sell |
1,081
-2,277
| -68% | -$47.2K | ﹤0.01% | 1702 |
|
|
2023
Q3 | $58.7K | Sell |
3,358
-47
| -1% | -$822 | ﹤0.01% | 1192 |
|
|
2023
Q2 | $68.5K | Sell |
3,405
-182
| -5% | -$3.66K | ﹤0.01% | 1119 |
|
|
2023
Q1 | $76.3K | Buy |
3,587
+130
| +4% | +$2.77K | ﹤0.01% | 1035 |
|
|
2022
Q4 | $86.7K | Buy |
3,457
+69
| +2% | +$1.73K | 0.01% | 857 |
|
|
2022
Q3 | $80K | Sell |
3,388
-128
| -4% | -$3.02K | 0.01% | 852 |
|
|
2022
Q2 | $91K | Buy |
3,516
+183
| +5% | +$4.74K | 0.01% | 778 |
|
|
2022
Q1 | $98K | Buy |
+3,333
| New | +$98K | 0.01% | 763 |
|
|
2021
Q4 | – | Sell |
-789
| Closed | -$26K | – | 596 |
|
|
2021
Q3 | $26K | Buy |
789
+53
| +7% | +$1.75K | ﹤0.01% | 1112 |
|
|
2021
Q2 | $25K | Buy |
736
+226
| +44% | +$7.68K | ﹤0.01% | 1110 |
|
|
2021
Q1 | $16K | Hold |
510
| – | – | ﹤0.01% | 1163 |
|
|
2020
Q4 | $15K | Buy |
510
+75
| +17% | +$2.21K | ﹤0.01% | 1134 |
|
|
2020
Q3 | $12K | Hold |
435
| – | – | ﹤0.01% | 1081 |
|
|
2020
Q2 | $12K | Sell |
435
-25
| -5% | -$690 | ﹤0.01% | 1059 |
|
|
2020
Q1 | $11K | Sell |
460
-300
| -39% | -$7.17K | ﹤0.01% | 1001 |
|
|
2019
Q4 | $26K | Hold |
760
| – | – | ﹤0.01% | 850 |
|
|
2019
Q3 | $27K | Hold |
760
| – | – | ﹤0.01% | 790 |
|
|
2019
Q2 | $24K | Hold |
760
| – | – | ﹤0.01% | 823 |
|
|
2019
Q1 | $24K | Buy |
760
+300
| +65% | +$9.47K | 0.01% | 753 |
|
|
2018
Q4 | $13K | Sell |
460
-4,104
| -90% | -$116K | ﹤0.01% | 883 |
|
|
2018
Q3 | $120K | Hold |
4,564
| – | – | 0.03% | 371 |
|
|
2018
Q2 | $118K | Buy |
4,564
+264
| +6% | +$6.83K | 0.03% | 361 |
|
|
2018
Q1 | $100K | Sell |
4,300
-134
| -3% | -$3.12K | 0.03% | 373 |
|
|
2017
Q4 | $116K | Buy |
4,434
+53
| +1% | +$1.39K | 0.03% | 329 |
|
|
2017
Q3 | $122K | Buy |
4,381
+98
| +2% | +$2.73K | 0.05% | 293 |
|
|
2017
Q2 | $137K | Buy |
4,283
+44
| +1% | +$1.41K | 0.06% | 260 |
|
|
2017
Q1 | $133K | Buy |
4,239
+168
| +4% | +$5.27K | 0.07% | 237 |
|
|
2016
Q4 | $121K | Buy |
+4,071
| New | +$121K | 0.08% | 216 |
|