Prospera Financial Services’s Healthpeak Properties DOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-114
| Closed | -$4K | – | 1848 |
|
|
2022
Q1 | $4K | Buy |
+114
| New | +$4K | ﹤0.01% | 2308 |
|
|
2019
Q1 | – | Sell |
-20,750
| Closed | -$580K | – | 345 |
|
|
2018
Q4 | $580K | Buy |
20,750
+3,100
| +18% | +$86.7K | 0.12% | 175 |
|
|
2018
Q3 | $447K | Sell |
17,650
-4,991
| -22% | -$126K | 0.08% | 232 |
|
|
2018
Q2 | $593K | Buy |
22,641
+1,800
| +9% | +$47.1K | 0.08% | 203 |
|
|
2018
Q1 | $486K | Buy |
20,841
+426
| +2% | +$9.93K | 0.07% | 243 |
|
|
2017
Q4 | $520K | Buy |
20,415
+973
| +5% | +$24.8K | 0.08% | 208 |
|
|
2017
Q3 | $530K | Buy |
19,442
+334
| +2% | +$9.11K | 0.08% | 225 |
|
|
2017
Q2 | $599K | Sell |
19,108
-66
| -0.3% | -$2.07K | 0.1% | 192 |
|
|
2017
Q1 | $598K | Buy |
19,174
+6,633
| +53% | +$207K | 0.11% | 162 |
|
|
2016
Q4 | $385K | Sell |
12,541
-1,119
| -8% | -$34.4K | 0.08% | 224 |
|
|
2016
Q3 | $472K | Hold |
13,660
| – | – | 0.09% | 191 |
|
|
2016
Q2 | $440K | Sell |
13,660
-220
| -2% | -$7.09K | 0.09% | 192 |
|
|
2016
Q1 | $412K | Buy |
13,880
+258
| +2% | +$7.66K | 0.09% | 164 |
|
|
2015
Q4 | $474K | Buy |
13,622
+4,996
| +58% | +$174K | 0.1% | 137 |
|
|
2015
Q3 | $293K | Sell |
8,626
-296
| -3% | -$10.1K | 0.07% | 191 |
|
|
2015
Q2 | $296K | Sell |
8,922
-183
| -2% | -$6.07K | 0.07% | 201 |
|
|
2015
Q1 | $358K | Sell |
9,105
-549
| -6% | -$21.6K | 0.08% | 182 |
|
|
2014
Q4 | $387K | Sell |
9,654
-55
| -0.6% | -$2.21K | 0.1% | 172 |
|
|
2014
Q3 | $351K | Buy |
9,709
+220
| +2% | +$7.95K | 0.09% | 169 |
|
|
2014
Q2 | $358K | Buy |
9,489
+20
| +0.2% | +$755 | 0.1% | 168 |
|
|
2014
Q1 | $335K | Buy |
9,469
+597
| +7% | +$21.1K | 0.11% | 150 |
|
|
2013
Q4 | $293K | Sell |
8,872
-1,338
| -13% | -$44.2K | 0.1% | 166 |
|
|
2013
Q3 | $390K | Sell |
10,210
-130
| -1% | -$4.97K | 0.15% | 130 |
|
|
2013
Q2 | $423K | Buy |
+10,340
| New | +$423K | 0.2% | 113 |
|