RIA
Regal Investment Advisors’s Healthpeak Properties DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-6,688
| Closed | -$230K | – | 508 |
|
|
2022
Q1 | $230K | Sell |
6,688
-2,663
| -28% | -$91.6K | 0.02% | 469 |
|
|
2021
Q4 | $337K | Buy |
9,351
+20
| +0.2% | +$721 | 0.03% | 401 |
|
|
2021
Q3 | $312K | Buy |
9,331
+487
| +6% | +$16.3K | 0.03% | 411 |
|
|
2021
Q2 | $294K | Buy |
+8,844
| New | +$294K | 0.03% | 426 |
|
|
2021
Q1 | – | Sell |
-8,828
| Closed | -$267K | – | 111 |
|
|
2020
Q4 | $267K | Buy |
+8,828
| New | +$267K | 0.03% | 387 |
|
|
2020
Q3 | – | Sell |
-12,019
| Closed | -$331K | – | 44 |
|
|
2020
Q2 | $331K | Buy |
+12,019
| New | +$331K | 0.06% | 228 |
|
|
2020
Q1 | – | Sell |
-15,585
| Closed | -$537K | – | 82 |
|
|
2019
Q4 | $537K | Sell |
15,585
-400
| -3% | -$13.8K | 0.1% | 187 |
|
|
2019
Q3 | $570K | Buy |
+15,985
| New | +$570K | 0.11% | 179 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 182 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 183 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 191 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 190 |
|
|
2018
Q2 | – | Hold |
0
| – | – | – | 199 |
|
|
2018
Q1 | – | Hold |
0
| – | – | – | 176 |
|
|
2017
Q4 | – | Hold |
0
| – | – | – | 176 |
|
|
2017
Q3 | – | Hold |
0
| – | – | – | 172 |
|
|
2017
Q2 | – | Hold |
0
| – | – | – | 147 |
|
|
2017
Q1 | – | Hold |
0
| – | – | – | 144 |
|
|
2016
Q4 | – | Hold |
0
| – | – | – | 140 |
|
|
2016
Q3 | – | Hold |
0
| – | – | – | 112 |
|
|
2016
Q2 | – | Hold |
0
| – | – | – | 127 |
|
|
2016
Q1 | – | Sell |
-32,516
| Closed | -$1.24M | – | 122 |
|
|
2015
Q4 | $1.24M | Buy |
32,516
+6,115
| +23% | +$234K | 0.32% | 89 |
|
|
2015
Q3 | $983K | Buy |
26,401
+7,273
| +38% | +$271K | 0.26% | 107 |
|
|
2015
Q2 | $697K | Sell |
19,128
-58,848
| -75% | -$2.14M | 0.19% | 122 |
|
|
2015
Q1 | $3.37M | Buy |
77,976
+5,940
| +8% | +$257K | 0.83% | 22 |
|
|
2014
Q4 | $3.17M | Buy |
72,036
+3,196
| +5% | +$141K | 0.85% | 25 |
|
|
2014
Q3 | $2.73M | Buy |
68,840
+5,328
| +8% | +$212K | 0.83% | 31 |
|
|
2014
Q2 | $2.63M | Buy |
63,512
+52,654
| +485% | +$2.18M | 0.94% | 18 |
|
|
2014
Q1 | $421K | Buy |
10,858
+1,208
| +13% | +$46.8K | 0.18% | 132 |
|
|
2013
Q4 | $350K | Sell |
9,650
-450
| -4% | -$16.3K | 0.2% | 123 |
|
|
2013
Q3 | $414K | Buy |
10,100
+2,100
| +26% | +$86.1K | 0.24% | 117 |
|
|
2013
Q2 | $364K | Buy |
+8,000
| New | +$364K | 0.2% | 121 |
|