KCM Investment Advisors’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
Q2 | – | Sell |
-7,455
| Closed | -$256K | – | 394 |
|
|
2022
Q1 | $256K | Sell |
7,455
-400
| -5% | -$13.5K | 0.01% | 369 |
|
|
2021
Q4 | $283K | Hold |
7,855
| – | – | 0.01% | 349 |
|
|
2021
Q3 | $263K | Buy |
7,855
+900
| +13% | +$31.9K | 0.01% | 343 |
|
|
2021
Q2 | $232K | Sell |
6,955
-500
| -7% | -$16.8K | 0.01% | 360 |
|
|
2021
Q1 | $237K | Sell |
7,455
-135
| -2% | -$4.1K | 0.01% | 340 |
|
|
2020
Q4 | $229K | Hold |
7,590
| – | – | 0.01% | 325 |
|
|
2020
Q3 | $206K | Sell |
7,590
-460
| -6% | -$12.6K | 0.01% | 308 |
|
|
2020
Q2 | $222K | Buy |
+8,050
| New | +$205K | 0.01% | 314 |
|
|
2020
Q1 | – | Sell |
-7,590
| Closed | -$262K | – | 311 |
|
|
2019
Q4 | $262K | Buy |
+7,590
| New | +$266K | 0.01% | 307 |
|
|
2019
Q3 | – | Sell |
-10,925
| Closed | -$349K | – | 325 |
|
|
2019
Q2 | $349K | Sell |
10,925
-5,165
| -32% | -$161K | 0.02% | 266 |
|
|
2019
Q1 | $504K | Sell |
16,090
-21
| -0.1% | -$640 | 0.03% | 222 |
|
|
2018
Q4 | $450K | Sell |
16,111
-191
| -1% | -$5.29K | 0.03% | 349 |
|
|
2018
Q3 | $429K | Sell |
16,302
-2,441
| -13% | -$64.2K | 0.02% | 379 |
|
|
2018
Q2 | $484K | Sell |
18,743
-46,545
| -71% | -$1.1M | 0.03% | 354 |
|
|
2018
Q1 | $1.52M | Sell |
65,288
-84,109
| -56% | -$1.95M | 0.09% | 200 |
|
|
2017
Q4 | $3.9M | Sell |
149,397
-26,281
| -15% | -$697K | 0.23% | 108 |
|
|
2017
Q3 | $4.89M | Sell |
175,678
-7,942
| -4% | -$239K | 0.3% | 92 |
|
|
2017
Q2 | $5.87M | Buy |
183,620
+3,358
| +2% | +$106K | 0.37% | 74 |
|
|
2017
Q1 | $5.64M | Buy |
180,262
+2,661
| +1% | +$81.7K | 0.36% | 74 |
|
|
2016
Q4 | $5.28M | Sell |
177,601
-20,393
| -10% | -$622K | 0.36% | 76 |
|
|
2016
Q3 | $6.84M | Buy |
197,994
+23,398
| +13% | +$819K | 0.47% | 60 |
|
|
2016
Q2 | $5.63M | Buy |
174,596
+19,348
| +12% | +$601K | 0.39% | 71 |
|
|
2016
Q1 | $4.61M | Buy |
155,248
+10,707
| +7% | +$321K | 0.34% | 86 |
|
|
2015
Q4 | $5.03M | Sell |
144,541
-8,417
| -6% | -$282K | 0.4% | 76 |
|
|
2015
Q3 | $5.19M | Buy |
152,958
+1,058
| +0.7% | +$36.6K | 0.43% | 68 |
|
|
2015
Q2 | $5.04M | Buy |
151,900
+5,321
| +4% | +$194K | 0.4% | 70 |
|
|
2015
Q1 | $5.77M | Buy |
146,579
+3,983
| +3% | +$160K | 0.46% | 61 |
|
|
2014
Q4 | $5.72M | Buy |
142,596
+5,745
| +4% | +$228K | 0.48% | 55 |
|
|
2014
Q3 | $4.95M | Sell |
136,851
-44,601
| -25% | -$1.69M | 0.45% | 60 |
|
|
2014
Q2 | $6.84M | Buy |
181,452
+4,631
| +3% | +$174K | 0.64% | 34 |
|
|
2014
Q1 | $6.25M | Buy |
176,821
+3,382
| +2% | +$117K | 0.65% | 31 |
|
|
2013
Q4 | $5.74M | Buy |
173,439
+17,520
| +11% | +$625K | 0.62% | 36 |
|
|
2013
Q3 | $5.82M | Buy |
155,919
+2,142
| +1% | +$83.5K | 0.69% | 28 |
|
|
2013
Q2 | $6.36M | Buy |
+153,777
| New | +$7.01M | 0.77% | 27 |
|
Other funds holding DOC
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