Gradient Investments’s Healthpeak Properties DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-267
| Closed | -$5.23K | – | 559 |
|
|
2024
Q2 | $5.23K | Buy |
267
+223
| +507% | +$4.37K | ﹤0.01% | 856 |
|
|
2024
Q1 | $825 | Sell |
44
-262
| -86% | -$4.91K | ﹤0.01% | 934 |
|
|
2023
Q4 | $6.06K | Hold |
306
| – | – | ﹤0.01% | 947 |
|
|
2023
Q3 | $5.62K | Buy |
306
+44
| +17% | +$808 | ﹤0.01% | 933 |
|
|
2023
Q2 | $5.27K | Buy |
262
+35
| +15% | +$703 | ﹤0.01% | 945 |
|
|
2023
Q1 | $4.99K | Hold |
227
| – | – | ﹤0.01% | 950 |
|
|
2022
Q4 | $5.69K | Hold |
227
| – | – | ﹤0.01% | 907 |
|
|
2022
Q3 | $5K | Hold |
227
| – | – | ﹤0.01% | 954 |
|
|
2022
Q2 | $6K | Sell |
227
-397
| -64% | -$10.5K | ﹤0.01% | 870 |
|
|
2022
Q1 | $21K | Buy |
624
+277
| +80% | +$9.32K | ﹤0.01% | 636 |
|
|
2021
Q4 | $13K | Buy |
347
+120
| +53% | +$4.5K | ﹤0.01% | 739 |
|
|
2021
Q3 | $8K | Hold |
227
| – | – | ﹤0.01% | 805 |
|
|
2021
Q2 | $8K | Buy |
227
+27
| +14% | +$952 | ﹤0.01% | 798 |
|
|
2021
Q1 | $6K | Sell |
200
-3,198
| -94% | -$95.9K | ﹤0.01% | 850 |
|
|
2020
Q4 | $92K | Hold |
3,398
| – | – | ﹤0.01% | 326 |
|
|
2020
Q3 | $92K | Buy |
3,398
+2
| +0.1% | +$54 | ﹤0.01% | 326 |
|
|
2020
Q2 | $94K | Sell |
3,396
-13
| -0.4% | -$360 | ﹤0.01% | 310 |
|
|
2020
Q1 | $81K | Buy |
3,409
+1
| +0% | +$24 | ﹤0.01% | 298 |
|
|
2019
Q4 | $117K | Sell |
3,408
-36
| -1% | -$1.24K | 0.01% | 297 |
|
|
2019
Q3 | $123K | Buy |
3,444
+52
| +2% | +$1.86K | 0.01% | 280 |
|
|
2019
Q2 | $108K | Buy |
3,392
+3,291
| +3,258% | +$105K | 0.01% | 300 |
|
|
2019
Q1 | $3K | Sell |
101
-360
| -78% | -$10.7K | ﹤0.01% | 697 |
|
|
2018
Q4 | $13K | Buy |
461
+87
| +23% | +$2.45K | ﹤0.01% | 524 |
|
|
2018
Q3 | $10K | Buy |
+374
| New | +$10K | ﹤0.01% | 624 |
|
|
2018
Q2 | – | Sell |
-11
| Closed | – | – | 1020 |
|
|
2018
Q1 | $0 | Hold |
11
| – | – | ﹤0.01% | 1042 |
|
|
2017
Q4 | $0 | Buy |
+11
| New | – | ﹤0.01% | 1024 |
|
|
2016
Q3 | – | Sell |
-275
| Closed | -$9K | – | 726 |
|
|
2016
Q2 | $9K | Buy |
275
+83
| +43% | +$2.72K | ﹤0.01% | 439 |
|
|
2016
Q1 | $6K | Sell |
192
-395
| -67% | -$12.3K | ﹤0.01% | 498 |
|
|
2015
Q4 | $20K | Sell |
587
-93,204
| -99% | -$3.18M | ﹤0.01% | 320 |
|
|
2015
Q3 | $3.18M | Sell |
93,791
-4,526
| -5% | -$154K | 0.45% | 62 |
|
|
2015
Q2 | $3.27M | Buy |
98,317
+8,640
| +10% | +$287K | 0.45% | 74 |
|
|
2015
Q1 | $3.53M | Buy |
89,677
+7,514
| +9% | +$296K | 0.53% | 57 |
|
|
2014
Q4 | $3.3M | Buy |
82,163
+9,816
| +14% | +$394K | 0.54% | 51 |
|
|
2014
Q3 | $2.62M | Buy |
72,347
+8,623
| +14% | +$312K | 0.47% | 66 |
|
|
2014
Q2 | $2.4M | Buy |
63,724
+63,710
| +455,071% | +$2.4M | 0.47% | 68 |
|
|
2014
Q1 | $1K | Buy |
+14
| New | +$1K | ﹤0.01% | 475 |
|
|
2013
Q4 | – | Sell |
-66
| Closed | -$2K | – | 593 |
|
|
2013
Q3 | $2K | Buy |
66
+1
| +2% | +$30 | ﹤0.01% | 399 |
|
|
2013
Q2 | $3K | Buy |
+65
| New | +$3K | ﹤0.01% | 340 |
|