Monetary Management Group’s Healthpeak Properties DOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.5K | Sell |
1,000
-200
| -17% | -$3.5K | ﹤0.01% | 312 |
|
|
2025
Q1 | $24.3K | Hold |
1,200
| – | – | 0.01% | 294 |
|
|
2024
Q4 | $24.3K | Hold |
1,200
| – | – | 0.01% | 296 |
|
|
2024
Q3 | $27.4K | Hold |
1,200
| – | – | 0.01% | 289 |
|
|
2024
Q2 | $23.5K | Hold |
1,200
| – | – | 0.01% | 291 |
|
|
2024
Q1 | $22.5K | Hold |
1,200
| – | – | 0.01% | 292 |
|
|
2023
Q4 | $23.8K | Hold |
1,200
| – | – | 0.01% | 285 |
|
|
2023
Q3 | $22K | Hold |
1,200
| – | – | 0.01% | 286 |
|
|
2023
Q2 | $24.1K | Hold |
1,200
| – | – | 0.01% | 287 |
|
|
2023
Q1 | $26.4K | Hold |
1,200
| – | – | 0.01% | 285 |
|
|
2022
Q4 | $30.1K | Hold |
1,200
| – | – | 0.01% | 282 |
|
|
2022
Q3 | $28K | Hold |
1,200
| – | – | 0.01% | 286 |
|
|
2022
Q2 | $31K | Hold |
1,200
| – | – | 0.01% | 282 |
|
|
2022
Q1 | $41K | Hold |
1,200
| – | – | 0.01% | 282 |
|
|
2021
Q4 | $43K | Hold |
1,200
| – | – | 0.01% | 279 |
|
|
2021
Q3 | $40K | Buy |
1,200
+1,000
| +500% | +$33.3K | 0.01% | 271 |
|
|
2021
Q2 | $7K | Sell |
200
-1,000
| -83% | -$35K | ﹤0.01% | 308 |
|
|
2021
Q1 | $38K | Buy |
1,200
+1,000
| +500% | +$31.7K | 0.01% | 257 |
|
|
2020
Q4 | $6K | Hold |
200
| – | – | ﹤0.01% | 307 |
|
|
2020
Q3 | $5K | Sell |
200
-1,000
| -83% | -$25K | ﹤0.01% | 294 |
|
|
2020
Q2 | $29K | Buy |
+1,200
| New | +$29K | 0.01% | 231 |
|
|
2020
Q1 | – | Sell |
-200
| Closed | -$7K | – | 277 |
|
|
2019
Q4 | $7K | Buy |
+200
| New | +$7K | ﹤0.01% | 295 |
|
|
2019
Q3 | – | Sell |
-2,050
| Closed | -$65K | – | 292 |
|
|
2019
Q2 | $65K | Buy |
2,050
+1,850
| +925% | +$58.7K | 0.03% | 214 |
|
|
2019
Q1 | $6K | Buy |
+200
| New | +$6K | ﹤0.01% | 291 |
|
|
2018
Q4 | – | Sell |
-200
| Closed | -$5K | – | 297 |
|
|
2018
Q3 | $5K | Sell |
200
-200
| -50% | -$5K | ﹤0.01% | 306 |
|
|
2018
Q2 | $10K | Sell |
400
-100
| -20% | -$2.5K | ﹤0.01% | 303 |
|
|
2018
Q1 | $12K | Hold |
500
| – | – | 0.01% | 295 |
|
|
2017
Q4 | $13K | Hold |
500
| – | – | 0.01% | 289 |
|
|
2017
Q3 | $14K | Hold |
500
| – | – | 0.01% | 279 |
|
|
2017
Q2 | $16K | Hold |
500
| – | – | 0.01% | 275 |
|
|
2017
Q1 | $16K | Sell |
500
-200
| -29% | -$6.4K | 0.01% | 276 |
|
|
2016
Q4 | $21K | Sell |
700
-1,167
| -63% | -$35K | 0.01% | 266 |
|
|
2016
Q3 | $65K | Buy |
1,867
+220
| +13% | +$7.66K | 0.03% | 199 |
|
|
2016
Q2 | $53K | Hold |
1,647
| – | – | 0.02% | 216 |
|
|
2016
Q1 | $49K | Hold |
1,647
| – | – | 0.02% | 220 |
|
|
2015
Q4 | $57K | Hold |
1,647
| – | – | 0.03% | 212 |
|
|
2015
Q3 | $56K | Hold |
1,647
| – | – | 0.03% | 214 |
|
|
2015
Q2 | $55K | Sell |
1,647
-110
| -6% | -$3.67K | 0.02% | 236 |
|
|
2015
Q1 | $69K | Hold |
1,757
| – | – | 0.03% | 226 |
|
|
2014
Q4 | $70K | Hold |
1,757
| – | – | 0.03% | 220 |
|
|
2014
Q3 | $64K | Hold |
1,757
| – | – | 0.03% | 231 |
|
|
2014
Q2 | $66K | Sell |
1,757
-110
| -6% | -$4.13K | 0.03% | 234 |
|
|
2014
Q1 | $66K | Hold |
1,867
| – | – | 0.03% | 203 |
|
|
2013
Q4 | $62K | Buy |
+1,867
| New | +$62K | 0.03% | 226 |
|