Parkside Financial Bank & Trust’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 | $266K | Sell |
15,195
-631
| -4% | -$11K | 0.03% | 365 |
|
2025
Q1 | $320K | Buy |
15,826
+2,084
| +15% | +$42.1K | 0.04% | 293 |
|
2024
Q4 | $279K | Buy |
13,742
+454
| +3% | +$9.2K | 0.04% | 308 |
|
2024
Q3 | $304K | Sell |
13,288
-166
| -1% | -$3.8K | 0.04% | 280 |
|
2024
Q2 | $264K | Buy |
13,454
+363
| +3% | +$7.12K | 0.04% | 292 |
|
2024
Q1 | $245K | Buy |
13,091
+888
| +7% | +$16.7K | 0.04% | 308 |
|
2023
Q4 | $242K | Buy |
12,203
+3,246
| +36% | +$64.3K | 0.04% | 276 |
|
2023
Q3 | $164K | Sell |
8,957
-181
| -2% | -$3.32K | 0.04% | 301 |
|
2023
Q2 | $184K | Sell |
9,138
-239
| -3% | -$4.8K | 0.04% | 278 |
|
2023
Q1 | $206K | Sell |
9,377
-342
| -4% | -$7.51K | 0.06% | 231 |
|
2022
Q4 | $244K | Buy |
9,719
+449
| +5% | +$11.3K | 0.07% | 202 |
|
2022
Q3 | $212K | Buy |
9,270
+1,681
| +22% | +$38.4K | 0.07% | 205 |
|
2022
Q2 | $196K | Buy |
7,589
+299
| +4% | +$7.72K | 0.06% | 224 |
|
2022
Q1 | $251K | Buy |
7,290
+799
| +12% | +$27.5K | 0.07% | 207 |
|
2021
Q4 | $235K | Sell |
6,491
-1,579
| -20% | -$57.2K | 0.06% | 222 |
|
2021
Q3 | $270K | Buy |
8,070
+18
| +0.2% | +$602 | 0.08% | 169 |
|
2021
Q2 | $268K | Buy |
8,052
+170
| +2% | +$5.66K | 0.08% | 166 |
|
2021
Q1 | $251K | Buy |
7,882
+620
| +9% | +$19.7K | 0.08% | 170 |
|
2020
Q4 | $219K | Buy |
7,262
+728
| +11% | +$22K | 0.07% | 184 |
|
2020
Q3 | $177K | Sell |
6,534
-1,875
| -22% | -$50.8K | 0.06% | 199 |
|
2020
Q2 | $232K | Buy |
8,409
+48
| +0.6% | +$1.32K | 0.08% | 179 |
|
2020
Q1 | $199K | Sell |
8,361
-6
| -0.1% | -$143 | 0.08% | 171 |
|
2019
Q4 | $288K | Buy |
8,367
+45
| +0.5% | +$1.55K | 0.08% | 159 |
|
2019
Q3 | $297K | Hold |
8,322
| – | – | 0.1% | 151 |
|
2019
Q2 | $266K | Buy |
8,322
+400
| +5% | +$12.8K | 0.09% | 159 |
|
2019
Q1 | $248K | Buy |
7,922
+86
| +1% | +$2.69K | 0.08% | 160 |
|
2018
Q4 | $219K | Sell |
7,836
-247
| -3% | -$6.9K | 0.08% | 156 |
|
2018
Q3 | $213K | Sell |
8,083
-406
| -5% | -$10.7K | 0.07% | 171 |
|
2018
Q2 | $220K | Buy |
8,489
+186
| +2% | +$4.82K | 0.08% | 165 |
|
2018
Q1 | $193K | Buy |
8,303
+936
| +13% | +$21.8K | 0.07% | 169 |
|
2017
Q4 | $193K | Buy |
7,367
+191
| +3% | +$5K | 0.07% | 167 |
|
2017
Q3 | $200K | Sell |
7,176
-18
| -0.3% | -$502 | 0.08% | 156 |
|
2017
Q2 | $230K | Buy |
7,194
+54
| +0.8% | +$1.73K | 0.09% | 142 |
|
2017
Q1 | $223K | Sell |
7,140
-85
| -1% | -$2.66K | 0.1% | 142 |
|
2016
Q4 | $215K | Sell |
7,225
-144
| -2% | -$4.29K | 0.09% | 153 |
|
2016
Q3 | $254K | Buy |
7,369
+110
| +2% | +$3.79K | 0.12% | 135 |
|
2016
Q2 | $234K | Buy |
7,259
+500
| +7% | +$16.1K | 0.11% | 132 |
|
2016
Q1 | $201K | Buy |
6,759
+157
| +2% | +$4.67K | 0.1% | 146 |
|
2015
Q4 | $230K | Buy |
6,602
+17
| +0.3% | +$592 | 0.11% | 129 |
|
2015
Q3 | $223K | Sell |
6,585
-94
| -1% | -$3.18K | 0.13% | 120 |
|
2015
Q2 | $222K | Sell |
6,679
-44
| -0.7% | -$1.46K | 0.12% | 155 |
|
2015
Q1 | $265K | Sell |
6,723
-33
| -0.5% | -$1.3K | 0.14% | 136 |
|
2014
Q4 | $271K | Sell |
6,756
-232
| -3% | -$9.31K | 0.15% | 127 |
|
2014
Q3 | $252K | Buy |
6,988
+85
| +1% | +$3.07K | 0.15% | 138 |
|
2014
Q2 | $261K | Buy |
+6,903
| New | +$261K | 0.16% | 133 |
|