Sargent Bickham Lagudis’s Healthpeak Properties DOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $20.8K | Sell |
831
-108
| -12% | -$2.71K | ﹤0.01% | 599 |
|
|
2022
Q3 | $22K | Buy |
939
+9
| +1% | +$211 | ﹤0.01% | 552 |
|
|
2022
Q2 | $24K | Sell |
930
-230
| -20% | -$5.94K | ﹤0.01% | 552 |
|
|
2022
Q1 | $40K | Buy |
1,160
+8
| +0.7% | +$276 | ﹤0.01% | 491 |
|
|
2021
Q4 | $42K | Buy |
1,152
+7
| +0.6% | +$255 | ﹤0.01% | 480 |
|
|
2021
Q3 | $38K | Buy |
1,145
+6
| +0.5% | +$199 | ﹤0.01% | 497 |
|
|
2021
Q2 | $38K | Buy |
1,139
+7
| +0.6% | +$234 | ﹤0.01% | 500 |
|
|
2021
Q1 | $36K | Buy |
1,132
+8
| +0.7% | +$254 | ﹤0.01% | 490 |
|
|
2020
Q4 | $34K | Buy |
1,124
+9
| +0.8% | +$272 | ﹤0.01% | 479 |
|
|
2020
Q3 | $30K | Buy |
1,115
+10
| +0.9% | +$269 | ﹤0.01% | 450 |
|
|
2020
Q2 | $30K | Sell |
1,105
-898
| -45% | -$24.4K | ﹤0.01% | 431 |
|
|
2020
Q1 | $48K | Sell |
2,003
-35
| -2% | -$839 | 0.01% | 348 |
|
|
2019
Q4 | $70K | Sell |
2,038
-63
| -3% | -$2.16K | 0.01% | 327 |
|
|
2019
Q3 | $75K | Buy |
2,101
+375
| +22% | +$13.4K | 0.01% | 287 |
|
|
2019
Q2 | $55K | Buy |
1,726
+20
| +1% | +$637 | 0.01% | 351 |
|
|
2019
Q1 | $53K | Buy |
1,706
+21
| +1% | +$652 | 0.01% | 378 |
|
|
2018
Q4 | $47K | Buy |
1,685
+21
| +1% | +$586 | 0.01% | 369 |
|
|
2018
Q3 | $44K | Buy |
1,664
+22
| +1% | +$582 | 0.01% | 387 |
|
|
2018
Q2 | $42K | Buy |
1,642
+26
| +2% | +$665 | 0.01% | 381 |
|
|
2018
Q1 | $38K | Hold |
1,616
| – | – | ﹤0.01% | 398 |
|
|
2017
Q4 | $42K | Hold |
1,616
| – | – | 0.01% | 396 |
|
|
2017
Q3 | $45K | Hold |
1,616
| – | – | 0.01% | 384 |
|
|
2017
Q2 | $52K | Hold |
1,616
| – | – | 0.01% | 353 |
|
|
2017
Q1 | $51K | Hold |
1,616
| – | – | 0.01% | 356 |
|
|
2016
Q4 | $48K | Sell |
1,616
-898
| -36% | -$26.7K | 0.01% | 341 |
|
|
2016
Q3 | $87 | Buy |
2,514
+740
| +42% | +$26 | 0.01% | 278 |
|
|
2016
Q2 | $57K | Sell |
1,774
-138
| -7% | -$4.43K | 0.01% | 326 |
|
|
2016
Q1 | $57K | Buy |
+1,912
| New | +$57K | 0.01% | 342 |
|