RIA
RPG Investment Advisory’s Healthpeak Properties DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-55
| Closed | -$2K | – | 150 |
|
|
2021
Q3 | $2K | Sell |
55
-10
| -15% | -$364 | ﹤0.01% | 327 |
|
|
2021
Q2 | $2K | Hold |
65
| – | – | ﹤0.01% | 325 |
|
|
2021
Q1 | $2K | Hold |
65
| – | – | ﹤0.01% | 330 |
|
|
2020
Q4 | $2K | Hold |
65
| – | – | ﹤0.01% | 316 |
|
|
2020
Q3 | $2K | Hold |
65
| – | – | ﹤0.01% | 295 |
|
|
2020
Q2 | $2K | Hold |
65
| – | – | ﹤0.01% | 313 |
|
|
2020
Q1 | $2K | Hold |
65
| – | – | ﹤0.01% | 244 |
|
|
2019
Q4 | $2K | Sell |
65
-35
| -35% | -$1.08K | ﹤0.01% | 249 |
|
|
2019
Q3 | $4K | Hold |
100
| – | – | ﹤0.01% | 216 |
|
|
2019
Q2 | $3K | Hold |
100
| – | – | ﹤0.01% | 230 |
|
|
2019
Q1 | $3K | Sell |
100
-424
| -81% | -$12.7K | ﹤0.01% | 243 |
|
|
2018
Q4 | $14K | Hold |
524
| – | – | ﹤0.01% | 171 |
|
|
2018
Q3 | $14K | Buy |
524
+182
| +53% | +$4.86K | ﹤0.01% | 185 |
|
|
2018
Q2 | $9K | Sell |
342
-142,804
| -100% | -$3.76M | ﹤0.01% | 226 |
|
|
2018
Q1 | $3.33M | Buy |
143,146
+3,016
| +2% | +$70.1K | 0.76% | 55 |
|
|
2017
Q4 | $3.66M | Buy |
140,130
+4,832
| +4% | +$126K | 0.89% | 47 |
|
|
2017
Q3 | $3.77M | Buy |
135,298
+493
| +0.4% | +$13.7K | 0.96% | 44 |
|
|
2017
Q2 | $4.31M | Buy |
134,805
+508
| +0.4% | +$16.2K | 1.18% | 34 |
|
|
2017
Q1 | $4.2M | Buy |
+134,297
| New | +$4.2M | 1.23% | 32 |
|
|
2016
Q4 | – | Sell |
-5,600
| Closed | -$212K | – | 106 |
|
|
2016
Q3 | $212K | Sell |
5,600
-5,600
| -50% | -$212K | 0.07% | 112 |
|
|
2016
Q2 | $396K | Buy |
+11,200
| New | +$396K | 0.11% | 105 |
|