M
MOTCO’s Healthpeak Properties DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $120K | Buy |
7,110
+890
| +14% | +$15.1K | 0.01% | 235 |
|
|
2025
Q1 | $126K | Buy |
6,220
+35
| +0.6% | +$708 | 0.01% | 217 |
|
|
2024
Q4 | $125K | Hold |
6,185
| – | – | 0.01% | 216 |
|
|
2024
Q3 | $141K | Sell |
6,185
-1,379
| -18% | -$31.5K | 0.01% | 230 |
|
|
2024
Q2 | $148K | Buy |
7,564
+1,630
| +27% | +$31.9K | 0.01% | 295 |
|
|
2024
Q1 | $111K | Buy |
5,934
+1,011
| +21% | +$19K | 0.01% | 322 |
|
|
2023
Q4 | $97.5K | Sell |
4,923
-385
| -7% | -$7.62K | 0.01% | 298 |
|
|
2023
Q3 | $97.5K | Hold |
5,308
| – | – | 0.01% | 293 |
|
|
2023
Q2 | $107K | Buy |
5,308
+3
| +0.1% | +$60 | 0.01% | 278 |
|
|
2023
Q1 | $117K | Buy |
5,305
+225
| +4% | +$4.94K | 0.01% | 259 |
|
|
2022
Q4 | $127K | Buy |
5,080
+616
| +14% | +$15.4K | 0.01% | 258 |
|
|
2022
Q3 | $102K | Hold |
4,464
| – | – | 0.01% | 286 |
|
|
2022
Q2 | $116K | Buy |
4,464
+34
| +0.8% | +$884 | 0.01% | 272 |
|
|
2022
Q1 | $152K | Sell |
4,430
-210
| -5% | -$7.21K | 0.01% | 263 |
|
|
2021
Q4 | $167K | Buy |
4,640
+379
| +9% | +$13.6K | 0.01% | 248 |
|
|
2021
Q3 | $143K | Hold |
4,261
| – | – | 0.01% | 263 |
|
|
2021
Q2 | $142K | Buy |
4,261
+3
| +0.1% | +$100 | 0.01% | 275 |
|
|
2021
Q1 | $135K | Sell |
4,258
-655
| -13% | -$20.8K | 0.01% | 266 |
|
|
2020
Q4 | $149K | Buy |
4,913
+385
| +9% | +$11.7K | 0.01% | 262 |
|
|
2020
Q3 | $123K | Sell |
4,528
-9
| -0.2% | -$244 | 0.01% | 258 |
|
|
2020
Q2 | $125K | Sell |
4,537
-116
| -2% | -$3.2K | 0.01% | 241 |
|
|
2020
Q1 | $111K | Buy |
4,653
+126
| +3% | +$3.01K | 0.01% | 246 |
|
|
2019
Q4 | $156K | Buy |
+4,527
| New | +$156K | 0.01% | 234 |
|
|
2016
Q2 | – | Sell |
-5,082
| Closed | -$166K | – | 491 |
|
|
2016
Q1 | $166K | Buy |
5,082
+18
| +0.4% | +$588 | 0.02% | 193 |
|
|
2015
Q4 | $194K | Sell |
5,064
-56
| -1% | -$2.15K | 0.02% | 180 |
|
|
2015
Q3 | $191K | Buy |
5,120
+115
| +2% | +$4.29K | 0.02% | 181 |
|
|
2015
Q2 | $183K | Buy |
5,005
+180
| +4% | +$6.58K | 0.02% | 186 |
|
|
2015
Q1 | $208K | Sell |
4,825
-460
| -9% | -$19.8K | 0.02% | 177 |
|
|
2014
Q4 | $233K | Sell |
5,285
-120
| -2% | -$5.29K | 0.02% | 182 |
|
|
2014
Q3 | $215K | Buy |
5,405
+495
| +10% | +$19.7K | 0.02% | 190 |
|
|
2014
Q2 | $203K | Hold |
4,910
| – | – | 0.02% | 187 |
|
|
2014
Q1 | $190K | Buy |
4,910
+100
| +2% | +$3.87K | 0.02% | 191 |
|
|
2013
Q4 | $175K | Hold |
4,810
| – | – | 0.02% | 193 |
|
|
2013
Q3 | $197K | Buy |
4,810
+17
| +0.4% | +$696 | 0.02% | 190 |
|
|
2013
Q2 | $218K | Buy |
+4,793
| New | +$218K | 0.03% | 186 |
|