Piedmont Investment Advisors’s Healthpeak Properties DOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-9,509
| Closed | -$227K | – | 190 |
|
|
2020
Q1 | $227K | Buy |
9,509
+169
| +2% | +$4.03K | 0.01% | 697 |
|
|
2019
Q4 | $322K | Buy |
9,340
+1,679
| +22% | +$57.9K | 0.01% | 718 |
|
|
2019
Q3 | $273K | Buy |
7,661
+626
| +9% | +$22.3K | 0.01% | 770 |
|
|
2019
Q2 | $225K | Sell |
7,035
-684
| -9% | -$21.9K | 0.01% | 871 |
|
|
2019
Q1 | $242K | Buy |
+7,719
| New | +$242K | 0.01% | 956 |
|
|
2018
Q3 | – | Sell |
-5,504
| Closed | -$142K | – | 1380 |
|
|
2018
Q2 | $142K | Buy |
+5,504
| New | +$142K | 0.01% | 987 |
|
|
2017
Q3 | – | Sell |
-122,650
| Closed | -$3.92M | – | 782 |
|
|
2017
Q2 | $3.92M | Sell |
122,650
-15,543
| -11% | -$497K | 0.09% | 213 |
|
|
2017
Q1 | $4.32M | Buy |
138,193
+2,451
| +2% | +$76.7K | 0.09% | 221 |
|
|
2016
Q4 | $4.03M | Sell |
135,742
-7,164
| -5% | -$213K | 0.08% | 222 |
|
|
2016
Q3 | $4.94M | Buy |
142,906
+142,903
| +4,763,433% | +$4.94M | 0.11% | 204 |
|
|
2016
Q2 | $106 | Buy |
+3
| New | +$106 | ﹤0.01% | 621 |
|
|
2015
Q2 | – | Sell |
-40,399
| Closed | -$1.59M | – | 419 |
|
|
2015
Q1 | $1.59M | Buy |
40,399
+22,839
| +130% | +$899K | 0.1% | 113 |
|
|
2014
Q4 | $704K | Sell |
17,560
-8,950
| -34% | -$359K | 0.04% | 131 |
|
|
2014
Q3 | $959K | Buy |
+26,510
| New | +$959K | 0.05% | 136 |
|