Psagot Value Holdings’s Healthpeak Properties DOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-5,433
| Closed | -$172K | – | 448 |
|
|
2021
Q1 | $172K | Buy |
5,433
+1,497
| +38% | +$45.5K | ﹤0.01% | 281 |
|
|
2020
Q4 | $119K | Hold |
3,936
| – | – | ﹤0.01% | 273 |
|
|
2020
Q3 | $107K | Sell |
3,936
-688
| -15% | -$18.9K | ﹤0.01% | 294 |
|
|
2020
Q2 | $127K | Hold |
4,624
| – | – | ﹤0.01% | 265 |
|
|
2020
Q1 | $110K | Buy |
4,624
+624
| +16% | +$20.3K | ﹤0.01% | 261 |
|
|
2019
Q4 | $138K | Buy |
+4,000
| New | +$140K | ﹤0.01% | 304 |
|
|
2017
Q2 | – | Sell |
-2,000
| Closed | -$63K | – | 319 |
|
|
2017
Q1 | $63K | Sell |
2,000
-73
| -4% | -$2.24K | ﹤0.01% | 269 |
|
|
2016
Q4 | $62K | Sell |
2,073
-203
| -9% | -$6.19K | ﹤0.01% | 263 |
|
|
2016
Q3 | $79K | Buy |
2,276
+80
| +4% | +$2.8K | ﹤0.01% | 256 |
|
|
2016
Q2 | $71K | Sell |
2,196
-1,098
| -33% | -$34.1K | ﹤0.01% | 246 |
|
|
2016
Q1 | $98K | Sell |
3,294
-1,098
| -25% | -$32.9K | ﹤0.01% | 281 |
|
|
2015
Q4 | $153K | Hold |
4,392
| – | – | 0.01% | 251 |
|
|
2015
Q3 | $149K | Hold |
4,392
| – | – | 0.01% | 251 |
|
|
2015
Q2 | $146K | Hold |
4,392
| – | – | ﹤0.01% | 280 |
|
|
2015
Q1 | $173K | Hold |
4,392
| – | – | 0.01% | 258 |
|
|
2014
Q4 | $176K | Sell |
4,392
-1,098
| -20% | -$43.6K | 0.01% | 254 |
|
|
2014
Q3 | $199K | Hold |
5,490
| – | – | 0.01% | 211 |
|
|
2014
Q2 | $207K | Sell |
5,490
-18,384
| -77% | -$692K | 0.01% | 226 |
|
|
2014
Q1 | $843K | Sell |
23,874
-6,933
| -23% | -$239K | 0.03% | 157 |
|
|
2013
Q4 | $1.02M | Sell |
30,807
-17,119
| -36% | -$610K | 0.04% | 150 |
|
|
2013
Q3 | $1.79M | Buy |
47,926
+36,507
| +320% | +$1.42M | 0.07% | 120 |
|
|
2013
Q2 | $473K | Buy |
+11,419
| New | +$521K | 0.02% | 183 |
|
Other funds holding DOC
PI
