Simplicity Solutions’s Healthpeak Properties DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $641K | Buy |
32,372
+10,161
| +46% | +$201K | 0.02% | 575 |
|
|
2023
Q3 | $408K | Sell |
22,211
-3,009
| -12% | -$55.2K | 0.01% | 655 |
|
|
2023
Q2 | $507K | Sell |
25,220
-2,179
| -8% | -$43.8K | 0.01% | 658 |
|
|
2023
Q1 | $602K | Buy |
27,399
+17,628
| +180% | +$387K | 0.02% | 634 |
|
|
2022
Q4 | $245K | Sell |
9,771
-3,718
| -28% | -$93.2K | 0.03% | 548 |
|
|
2022
Q3 | $309K | Buy |
13,489
+2,775
| +26% | +$63.6K | 0.04% | 448 |
|
|
2022
Q2 | $278K | Buy |
10,714
+689
| +7% | +$17.9K | 0.04% | 457 |
|
|
2022
Q1 | $344K | Buy |
+10,025
| New | +$344K | 0.04% | 404 |
|
|
2021
Q4 | – | Sell |
-9,906
| Closed | -$332K | – | 488 |
|
|
2021
Q3 | $332K | Buy |
9,906
+233
| +2% | +$7.81K | 0.05% | 389 |
|
|
2021
Q2 | $322K | Buy |
9,673
+229
| +2% | +$7.62K | 0.06% | 351 |
|
|
2021
Q1 | $300K | Buy |
9,444
+1,416
| +18% | +$45K | 0.07% | 332 |
|
|
2020
Q4 | $243K | Sell |
8,028
-341
| -4% | -$10.3K | ﹤0.01% | 847 |
|
|
2020
Q3 | $227K | Sell |
8,369
-2,322
| -22% | -$63K | ﹤0.01% | 787 |
|
|
2020
Q2 | $295K | Sell |
10,691
-1,024
| -9% | -$28.3K | 0.01% | 731 |
|
|
2020
Q1 | $279K | Sell |
11,715
-2,488
| -18% | -$59.3K | 0.01% | 620 |
|
|
2019
Q4 | $490K | Sell |
14,203
-135
| -0.9% | -$4.66K | 0.01% | 545 |
|
|
2019
Q3 | $511K | Buy |
14,338
+26
| +0.2% | +$927 | 0.02% | 411 |
|
|
2019
Q2 | $458K | Buy |
+14,312
| New | +$458K | 0.02% | 374 |
|
|
2019
Q1 | – | Sell |
-8,767
| Closed | -$246K | – | 762 |
|
|
2018
Q4 | $246K | Sell |
8,767
-8,945
| -51% | -$251K | 0.03% | 509 |
|
|
2018
Q3 | $466K | Sell |
17,712
-877
| -5% | -$23.1K | 0.03% | 277 |
|
|
2018
Q2 | $480K | Buy |
18,589
+635
| +4% | +$16.4K | 0.03% | 263 |
|
|
2018
Q1 | $417K | Buy |
+17,954
| New | +$417K | 0.04% | 231 |
|
|
2016
Q4 | – | Sell |
-6,171
| Closed | -$213K | – | 345 |
|
|
2016
Q3 | $213K | Buy |
+6,171
| New | +$213K | 0.1% | 238 |
|
|
2016
Q1 | – | Sell |
-8,434
| Closed | -$294K | – | 270 |
|
|
2015
Q4 | $294K | Buy |
+8,434
| New | +$294K | 0.03% | 546 |
|