Salem Investment Counselors’s Healthpeak Properties DOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $313K | Buy |
17,875
+1,000
| +6% | +$17.5K | 0.01% | 327 |
|
|
2025
Q1 | $341K | Hold |
16,875
| – | – | 0.01% | 298 |
|
|
2024
Q4 | $342K | Hold |
16,875
| – | – | 0.01% | 299 |
|
|
2024
Q3 | $386K | Hold |
16,875
| – | – | 0.01% | 294 |
|
|
2024
Q2 | $331K | Hold |
16,875
| – | – | 0.01% | 300 |
|
|
2024
Q1 | $316K | Hold |
16,875
| – | – | 0.01% | 308 |
|
|
2023
Q4 | $334K | Hold |
16,875
| – | – | 0.01% | 292 |
|
|
2023
Q3 | $310K | Hold |
16,875
| – | – | 0.01% | 285 |
|
|
2023
Q2 | $339K | Hold |
16,875
| – | – | 0.01% | 274 |
|
|
2023
Q1 | $371K | Buy |
+16,875
| New | +$371K | 0.01% | 271 |
|
|
2020
Q3 | – | Sell |
-400
| Closed | -$11K | – | 703 |
|
|
2020
Q2 | $11K | Hold |
400
| – | – | ﹤0.01% | 543 |
|
|
2020
Q1 | $10K | Sell |
400
-180
| -31% | -$4.5K | ﹤0.01% | 521 |
|
|
2019
Q4 | $20K | Buy |
580
+180
| +45% | +$6.21K | ﹤0.01% | 490 |
|
|
2019
Q3 | $14K | Hold |
400
| – | – | ﹤0.01% | 504 |
|
|
2019
Q2 | $13K | Hold |
400
| – | – | ﹤0.01% | 533 |
|
|
2019
Q1 | $11K | Buy |
+400
| New | +$11K | ﹤0.01% | 410 |
|
|
2018
Q4 | – | Sell |
-400
| Closed | -$11K | – | 234 |
|
|
2018
Q3 | $11K | Hold |
400
| – | – | ﹤0.01% | 410 |
|
|
2018
Q2 | $10K | Hold |
400
| – | – | ﹤0.01% | 431 |
|
|
2018
Q1 | $9K | Hold |
400
| – | – | ﹤0.01% | 445 |
|
|
2017
Q4 | $10K | Hold |
400
| – | – | ﹤0.01% | 455 |
|
|
2017
Q3 | $11K | Hold |
400
| – | – | ﹤0.01% | 443 |
|
|
2017
Q2 | $13K | Hold |
400
| – | – | ﹤0.01% | 447 |
|
|
2017
Q1 | $12K | Sell |
400
-450
| -53% | -$13.5K | ﹤0.01% | 515 |
|
|
2016
Q4 | $25K | Sell |
850
-83
| -9% | -$2.44K | ﹤0.01% | 418 |
|
|
2016
Q3 | $323 | Buy |
+933
| New | +$323 | ﹤0.01% | 350 |
|