HFM
Harvest Fund Management’s Healthpeak Properties DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,927
| Closed | -$59K | – | 661 |
|
|
2025
Q1 | $59K | Buy |
2,927
+1,445
| +98% | +$29.1K | ﹤0.01% | 487 |
|
|
2024
Q4 | $30K | Buy |
+1,482
| New | +$30K | ﹤0.01% | 629 |
|
|
2024
Q1 | – | Sell |
-2,000
| Closed | -$40K | – | 687 |
|
|
2023
Q4 | $40K | Hold |
2,000
| – | – | 0.01% | 445 |
|
|
2023
Q3 | $37K | Hold |
2,000
| – | – | 0.01% | 437 |
|
|
2023
Q2 | $40K | Hold |
2,000
| – | – | 0.01% | 447 |
|
|
2023
Q1 | $44K | Hold |
2,000
| – | – | 0.01% | 487 |
|
|
2022
Q4 | $50K | Hold |
2,000
| – | – | 0.01% | 467 |
|
|
2022
Q3 | $46K | Hold |
2,000
| – | – | 0.01% | 432 |
|
|
2022
Q2 | $52K | Buy |
+2,000
| New | +$52K | 0.01% | 408 |
|
|
2021
Q4 | – | Sell |
-2,194
| Closed | -$73K | – | 779 |
|
|
2021
Q3 | $73K | Hold |
2,194
| – | – | 0.02% | 333 |
|
|
2021
Q2 | $73K | Sell |
2,194
-633
| -22% | -$21.1K | 0.01% | 341 |
|
|
2021
Q1 | $89K | Sell |
2,827
-2,443
| -46% | -$76.9K | 0.01% | 275 |
|
|
2020
Q4 | $159K | Hold |
5,270
| – | – | 0.01% | 181 |
|
|
2020
Q3 | $149K | Sell |
5,270
-773
| -13% | -$21.9K | 0.01% | 209 |
|
|
2020
Q2 | $174K | Sell |
6,043
-286
| -5% | -$8.24K | 0.02% | 160 |
|
|
2020
Q1 | $150K | Buy |
6,329
+586
| +10% | +$13.9K | 0.02% | 147 |
|
|
2019
Q4 | $204K | Buy |
+5,743
| New | +$204K | 0.02% | 107 |
|
|
2019
Q3 | – | Sell |
-4,935
| Closed | -$158K | – | 394 |
|
|
2019
Q2 | $158K | Buy |
4,935
+1,535
| +45% | +$49.1K | 0.02% | 138 |
|
|
2019
Q1 | $106K | Buy |
+3,400
| New | +$106K | 0.02% | 188 |
|
|
2018
Q3 | – | Sell |
-1,000
| Closed | -$26K | – | 437 |
|
|
2018
Q2 | $26K | Buy |
+1,000
| New | +$26K | ﹤0.01% | 280 |
|
|
2018
Q1 | – | Sell |
-2,300
| Closed | -$60K | – | 240 |
|
|
2017
Q4 | $60K | Sell |
2,300
-200
| -8% | -$5.22K | 0.01% | 157 |
|
|
2017
Q3 | $70K | Hold |
2,500
| – | – | 0.01% | 125 |
|
|
2017
Q2 | $80K | Hold |
2,500
| – | – | 0.01% | 114 |
|
|
2017
Q1 | $78K | Sell |
2,500
-1,100
| -31% | -$34.3K | 0.01% | 107 |
|
|
2016
Q4 | $107K | Buy |
+3,600
| New | +$107K | 0.02% | 100 |
|