Sigma Planning Corp’s Healthpeak Properties DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $240K | Buy |
13,733
+919
| +7% | +$16.1K | 0.01% | 1081 |
|
|
2025
Q1 | $259K | Buy |
12,814
+953
| +8% | +$19.3K | 0.01% | 1014 |
|
|
2024
Q4 | $240K | Buy |
11,861
+1,011
| +9% | +$20.5K | 0.01% | 1015 |
|
|
2024
Q3 | $248K | Buy |
+10,850
| New | +$248K | 0.01% | 1031 |
|
|
2022
Q1 | – | Sell |
-6,706
| Closed | -$242K | – | 1375 |
|
|
2021
Q4 | $242K | Sell |
6,706
-229
| -3% | -$8.26K | 0.01% | 1171 |
|
|
2021
Q3 | $232K | Buy |
6,935
+660
| +11% | +$22.1K | 0.01% | 1173 |
|
|
2021
Q2 | $209K | Sell |
6,275
-646
| -9% | -$21.5K | 0.01% | 1254 |
|
|
2021
Q1 | $220K | Sell |
6,921
-58
| -0.8% | -$1.84K | 0.01% | 1132 |
|
|
2020
Q4 | $211K | Buy |
+6,979
| New | +$211K | 0.01% | 1057 |
|
|
2020
Q3 | – | Sell |
-7,757
| Closed | -$214K | – | 1070 |
|
|
2020
Q2 | $214K | Buy |
+7,757
| New | +$214K | 0.01% | 904 |
|
|
2020
Q1 | – | Sell |
-8,510
| Closed | -$293K | – | 945 |
|
|
2019
Q4 | $293K | Sell |
8,510
-17,385
| -67% | -$599K | 0.01% | 803 |
|
|
2019
Q3 | $923K | Buy |
25,895
+6,760
| +35% | +$241K | 0.04% | 389 |
|
|
2019
Q2 | $612K | Sell |
19,135
-666
| -3% | -$21.3K | 0.03% | 484 |
|
|
2019
Q1 | $620K | Buy |
19,801
+10,143
| +105% | +$318K | 0.04% | 451 |
|
|
2018
Q4 | $270K | Sell |
9,658
-574
| -6% | -$16K | 0.02% | 632 |
|
|
2018
Q3 | $269K | Sell |
10,232
-994
| -9% | -$26.1K | 0.02% | 733 |
|
|
2018
Q2 | $290K | Sell |
11,226
-1,827
| -14% | -$47.2K | 0.02% | 658 |
|
|
2018
Q1 | $303K | Sell |
13,053
-8,755
| -40% | -$203K | 0.02% | 601 |
|
|
2017
Q4 | $569K | Sell |
21,808
-6,672
| -23% | -$174K | 0.04% | 400 |
|
|
2017
Q3 | $793K | Buy |
28,480
+4,848
| +21% | +$135K | 0.07% | 302 |
|
|
2017
Q2 | $755K | Sell |
23,632
-5,537
| -19% | -$177K | 0.07% | 304 |
|
|
2017
Q1 | $912K | Buy |
29,169
+13,083
| +81% | +$409K | 0.09% | 252 |
|
|
2016
Q4 | $478K | Sell |
16,086
-3,036
| -16% | -$90.2K | 0.05% | 357 |
|
|
2016
Q3 | $661K | Buy |
19,122
+1,965
| +11% | +$67.9K | 0.08% | 274 |
|
|
2016
Q2 | $553K | Sell |
17,157
-244
| -1% | -$7.87K | 0.07% | 297 |
|
|
2016
Q1 | $516K | Sell |
17,401
-1,213
| -7% | -$36K | 0.07% | 304 |
|
|
2015
Q4 | $648K | Buy |
18,614
+873
| +5% | +$30.4K | 0.09% | 247 |
|
|
2015
Q3 | $602K | Buy |
17,741
+2,438
| +16% | +$82.7K | 0.1% | 248 |
|
|
2015
Q2 | $508K | Buy |
15,303
+492
| +3% | +$16.3K | 0.07% | 331 |
|
|
2015
Q1 | $583K | Buy |
14,811
+1,485
| +11% | +$58.5K | 0.08% | 305 |
|
|
2014
Q4 | $534K | Buy |
+13,326
| New | +$534K | 0.07% | 320 |
|