Penn Davis McFarland’s Healthpeak Properties DOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
|
|||||
|
2022
Q4 | $1.03M | Hold |
|
|||||
|
2022
Q3 | $940K | Hold |
|
|||||
|
2022
Q2 | $1.06M | Hold |
|
|||||
|
2022
Q1 | $1.41M | Sell |
|
|||||
|
2021
Q4 | $1.95M | Hold |
|
|||||
|
2021
Q3 | $1.81M | Hold |
|
|||||
|
2021
Q2 | $1.8M | Sell |
|
|||||
|
2021
Q1 | $2.63M | Hold |
|
|||||
|
2020
Q4 | $2.5M | Hold |
|
|||||
|
2020
Q3 | $2.25M | Sell |
|
|||||
|
2020
Q2 | $2.55M | Buy |
|
|||||
|
2017
Q1 | – | Sell |
|
|||||
|
2016
Q4 | $294K | Sell |
|
|||||
|
2016
Q3 | $376K | Sell |
|
|||||
|
2016
Q2 | $386K | Sell |
|
|||||
|
2016
Q1 | $2.77M | Buy |
|