Kings Point Capital Management’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
Q1 | $65K | Hold |
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|
2021
Q4 | $69K | Hold |
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|
2021
Q3 | $64K | Hold |
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|
2021
Q2 | $63K | Hold |
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|
2021
Q1 | $60K | Hold |
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|
2020
Q4 | $57K | Sell |
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|
2020
Q3 | $205K | Hold |
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|
2020
Q2 | $208K | Hold |
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|
2020
Q1 | $180K | Hold |
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|
2019
Q4 | $260K | Hold |
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|
2019
Q3 | $268K | Hold |
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|
2019
Q2 | $241K | Hold |
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|
2019
Q1 | $236K | Hold |
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|
2018
Q4 | $210K | Hold |
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|
2018
Q3 | $198K | Hold |
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|
2018
Q2 | $195K | Hold |
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|
2018
Q1 | $175K | Hold |
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|
2017
Q4 | $197K | Hold |
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|
2017
Q3 | $210K | Hold |
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|
2017
Q2 | $241K | Hold |
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|
2017
Q1 | $236K | Hold |
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|
2016
Q4 | $224K | Sell |
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|
2016
Q3 | $286K | Hold |
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|
2016
Q2 | $267K | Buy |
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|
2016
Q1 | $229K | Hold |
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|
2015
Q4 | $269K | Hold |
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|
2015
Q3 | $262K | Hold |
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|
2015
Q2 | $257K | Hold |
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|
2015
Q1 | $304K | Hold |
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|
2014
Q4 | $310K | Hold |
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|
2014
Q3 | $279K | Hold |
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|
2014
Q2 | $291K | Buy |
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|
2014
Q1 | $115K | Hold |
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|
2013
Q4 | $108K | Sell |
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|
2013
Q3 | $133K | Sell |
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|
2013
Q2 | $211K | Buy |
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