Reilly Financial Advisors’s Healthpeak Properties DOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $15K | Hold |
420
| – | – | ﹤0.01% | 617 |
|
|
2021
Q3 | $14K | Hold |
420
| – | – | ﹤0.01% | 590 |
|
|
2021
Q2 | $14K | Hold |
420
| – | – | ﹤0.01% | 619 |
|
|
2021
Q1 | $13K | Hold |
420
| – | – | ﹤0.01% | 634 |
|
|
2020
Q4 | $13K | Hold |
420
| – | – | ﹤0.01% | 571 |
|
|
2020
Q3 | $11K | Sell |
420
-35,358
| -99% | -$926K | ﹤0.01% | 549 |
|
|
2020
Q2 | $986K | Buy |
35,778
+768
| +2% | +$21.2K | 0.12% | 101 |
|
|
2020
Q1 | $835K | Buy |
35,010
+650
| +2% | +$15.5K | 0.12% | 104 |
|
|
2019
Q4 | $1.18M | Buy |
34,360
+12,625
| +58% | +$435K | 0.13% | 109 |
|
|
2019
Q3 | $774K | Buy |
21,735
+21,315
| +5,075% | +$759K | 0.1% | 122 |
|
|
2019
Q2 | $13K | Sell |
420
-2,000
| -83% | -$61.9K | ﹤0.01% | 615 |
|
|
2019
Q1 | $76K | Buy |
2,420
+2,000
| +476% | +$62.8K | 0.01% | 276 |
|
|
2018
Q4 | $12K | Sell |
420
-14
| -3% | -$400 | ﹤0.01% | 609 |
|
|
2018
Q3 | $11K | Hold |
434
| – | – | ﹤0.01% | 667 |
|
|
2018
Q2 | $11K | Hold |
434
| – | – | ﹤0.01% | 635 |
|
|
2018
Q1 | $10K | Hold |
434
| – | – | ﹤0.01% | 645 |
|
|
2017
Q4 | $11K | Hold |
434
| – | – | ﹤0.01% | 630 |
|
|
2017
Q3 | $12K | Hold |
434
| – | – | ﹤0.01% | 601 |
|
|
2017
Q2 | $14K | Hold |
434
| – | – | ﹤0.01% | 580 |
|
|
2017
Q1 | $14K | Hold |
434
| – | – | ﹤0.01% | 540 |
|
|
2016
Q4 | $13K | Sell |
434
-43
| -9% | -$1.29K | ﹤0.01% | 512 |
|
|
2016
Q3 | $16K | Hold |
477
| – | – | ﹤0.01% | 442 |
|
|
2016
Q2 | $15K | Hold |
477
| – | – | ﹤0.01% | 426 |
|
|
2016
Q1 | $14K | Hold |
477
| – | – | ﹤0.01% | 509 |
|
|
2015
Q4 | $17K | Sell |
477
-54
| -10% | -$1.93K | ﹤0.01% | 489 |
|
|
2015
Q3 | $18K | Buy |
531
+54
| +11% | +$1.83K | ﹤0.01% | 639 |
|
|
2015
Q2 | $16K | Sell |
477
-177
| -27% | -$5.94K | ﹤0.01% | 733 |
|
|
2015
Q1 | $26K | Sell |
654
-756
| -54% | -$30.1K | ﹤0.01% | 589 |
|
|
2014
Q4 | $57K | Sell |
1,410
-329
| -19% | -$13.3K | 0.01% | 245 |
|
|
2014
Q3 | $63K | Buy |
1,739
+164
| +10% | +$5.94K | 0.02% | 228 |
|
|
2014
Q2 | $59K | Buy |
1,575
+714
| +83% | +$26.7K | 0.01% | 242 |
|
|
2014
Q1 | $30K | Buy |
861
+513
| +147% | +$17.9K | 0.01% | 357 |
|
|
2013
Q4 | $12K | Buy |
+348
| New | +$12K | ﹤0.01% | 494 |
|