Howe & Rusling’s Healthpeak Properties DOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-83
| Closed | -$2K | – | 517 |
|
|
2022
Q3 | $2K | Sell |
83
-283
| -77% | -$7.47K | ﹤0.01% | 852 |
|
|
2022
Q2 | $9K | Sell |
366
-15
| -4% | -$454 | ﹤0.01% | 555 |
|
|
2022
Q1 | $13K | Hold |
381
| – | – | ﹤0.01% | 485 |
|
|
2021
Q4 | $14K | Hold |
381
| – | – | ﹤0.01% | 486 |
|
|
2021
Q3 | $13K | Hold |
381
| – | – | ﹤0.01% | 472 |
|
|
2021
Q2 | $13K | Buy |
381
+309
| +429% | +$10.4K | ﹤0.01% | 456 |
|
|
2021
Q1 | $2K | Buy |
72
+13
| +22% | +$395 | ﹤0.01% | 788 |
|
|
2020
Q4 | $2K | Hold |
59
| – | – | ﹤0.01% | 786 |
|
|
2020
Q3 | $2K | Hold |
59
| – | – | ﹤0.01% | 697 |
|
|
2020
Q2 | $2K | Buy |
+59
| New | +$1.51K | ﹤0.01% | 662 |
|
|
2017
Q3 | – | Sell |
-305
| Closed | -$10K | – | 899 |
|
|
2017
Q2 | $10K | Hold |
305
| – | – | ﹤0.01% | 485 |
|
|
2017
Q1 | $10K | Hold |
305
| – | – | ﹤0.01% | 498 |
|
|
2016
Q4 | $9K | Sell |
305
-30
| -9% | -$915 | ﹤0.01% | 525 |
|
|
2016
Q3 | $12K | Sell |
335
-280
| -46% | -$9.79K | ﹤0.01% | 464 |
|
|
2016
Q2 | $20K | Hold |
615
| – | – | ﹤0.01% | 346 |
|
|
2016
Q1 | $18K | Hold |
615
| – | – | ﹤0.01% | 420 |
|
|
2015
Q4 | $21K | Hold |
615
| – | – | ﹤0.01% | 375 |
|
|
2015
Q3 | $21K | Hold |
615
| – | – | 0.01% | 379 |
|
|
2015
Q2 | $20K | Hold |
615
| – | – | ﹤0.01% | 404 |
|
|
2015
Q1 | $24K | Hold |
615
| – | – | 0.01% | 367 |
|
|
2014
Q4 | $25K | Hold |
615
| – | – | 0.01% | 362 |
|
|
2014
Q3 | $22K | Hold |
615
| – | – | 0.01% | 375 |
|
|
2014
Q2 | $23K | Buy |
615
+593
| +2,695% | +$22.3K | 0.01% | 372 |
|
|
2014
Q1 | $1K | Hold |
22
| – | – | ﹤0.01% | 799 |
|
|
2013
Q4 | $1K | Sell |
22
-329
| -94% | -$11.7K | ﹤0.01% | 740 |
|
|
2013
Q3 | $13K | Hold |
351
| – | – | ﹤0.01% | 548 |
|
|
2013
Q2 | $15K | Buy |
+351
| New | +$16K | ﹤0.01% | 534 |
|
Other funds holding DOC
RC
