IC
Intersect Capital’s Healthpeak Properties DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $518K | Hold |
19,996
| – | – | 0.16% | 143 |
|
|
2022
Q1 | $686K | Buy |
19,996
+2,910
| +17% | +$99.8K | 0.13% | 151 |
|
|
2021
Q4 | $617K | Sell |
17,086
-3,200
| -16% | -$116K | 0.11% | 160 |
|
|
2021
Q3 | $679K | Sell |
20,286
-3,000
| -13% | -$100K | 0.12% | 145 |
|
|
2021
Q2 | $775K | Hold |
23,286
| – | – | 0.14% | 126 |
|
|
2021
Q1 | $739K | Buy |
23,286
+1,000
| +4% | +$31.7K | 0.15% | 115 |
|
|
2020
Q4 | $674K | Sell |
22,286
-776
| -3% | -$23.5K | 0.15% | 108 |
|
|
2020
Q3 | $626K | Sell |
23,062
-2,856
| -11% | -$77.5K | 0.17% | 94 |
|
|
2020
Q2 | $714K | Sell |
25,918
-1,661
| -6% | -$45.8K | 0.23% | 73 |
|
|
2020
Q1 | $658K | Sell |
27,579
-1,314
| -5% | -$31.4K | 0.26% | 66 |
|
|
2019
Q4 | $996K | Sell |
28,893
-1,329
| -4% | -$45.8K | 0.33% | 59 |
|
|
2019
Q3 | $1.08M | Sell |
30,222
-345
| -1% | -$12.3K | 0.4% | 53 |
|
|
2019
Q2 | $978K | Buy |
+30,567
| New | +$978K | 0.38% | 58 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 51 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 46 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 53 |
|
|
2018
Q2 | – | Hold |
0
| – | – | – | 49 |
|
|
2018
Q1 | – | Hold |
0
| – | – | – | 42 |
|
|
2017
Q4 | – | Hold |
0
| – | – | – | 41 |
|
|
2017
Q3 | – | Hold |
0
| – | – | – | 41 |
|
|
2017
Q2 | – | Sell |
-29,953
| Closed | -$937K | – | 37 |
|
|
2017
Q1 | $937K | Sell |
29,953
-608
| -2% | -$19K | 0.82% | 32 |
|
|
2016
Q4 | $908K | Sell |
30,561
-400
| -1% | -$11.9K | 0.68% | 35 |
|
|
2016
Q3 | $1.18M | Sell |
30,961
-7,056
| -19% | -$268K | 0.93% | 28 |
|
|
2016
Q2 | $1.35M | Buy |
38,017
+800
| +2% | +$28.3K | 0.81% | 27 |
|
|
2016
Q1 | $1.21M | Buy |
37,217
+2,514
| +7% | +$81.9K | 0.76% | 29 |
|
|
2015
Q4 | $1.33M | Buy |
34,703
+2,470
| +8% | +$94.5K | 1.14% | 23 |
|
|
2015
Q3 | $1.2M | Sell |
32,233
-845
| -3% | -$31.5K | 1.1% | 24 |
|
|
2015
Q2 | $1.21M | Buy |
33,078
+700
| +2% | +$25.5K | 1.02% | 24 |
|
|
2015
Q1 | $1.31M | Buy |
32,378
+7,502
| +30% | +$302K | 1% | 24 |
|
|
2014
Q4 | $1.1M | Buy |
+24,876
| New | +$1.1M | 0.92% | 27 |
|