Patriot Financial Group Insurance Agency’s Healthpeak Properties DOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-49
| Closed | -$1K | – | 796 |
|
|
2022
Q2 | $1K | Sell |
49
-48
| -49% | -$980 | ﹤0.01% | 1880 |
|
|
2022
Q1 | $3K | Sell |
97
-16
| -14% | -$495 | ﹤0.01% | 1756 |
|
|
2021
Q4 | $4K | Hold |
113
| – | – | ﹤0.01% | 1767 |
|
|
2021
Q3 | $4K | Buy |
113
+10
| +10% | +$354 | ﹤0.01% | 1752 |
|
|
2021
Q2 | $3K | Hold |
103
| – | – | ﹤0.01% | 1770 |
|
|
2021
Q1 | $3K | Hold |
103
| – | – | ﹤0.01% | 1680 |
|
|
2020
Q4 | $3K | Hold |
103
| – | – | ﹤0.01% | 1546 |
|
|
2020
Q3 | $3K | Sell |
103
-394
| -79% | -$11.5K | ﹤0.01% | 1350 |
|
|
2020
Q2 | $14K | Sell |
497
-45
| -8% | -$1.27K | 0.01% | 851 |
|
|
2020
Q1 | $13K | Buy |
542
+470
| +653% | +$11.3K | 0.01% | 776 |
|
|
2019
Q4 | $2K | Buy |
72
+30
| +71% | +$833 | ﹤0.01% | 1103 |
|
|
2019
Q3 | $1K | Hold |
42
| – | – | ﹤0.01% | 1166 |
|
|
2019
Q2 | $1K | Hold |
42
| – | – | ﹤0.01% | 1215 |
|
|
2019
Q1 | $1K | Buy |
+42
| New | +$1K | ﹤0.01% | 1094 |
|