SIM
Sonora Investment Management’s Healthpeak Properties DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $90K | Sell |
2,700
-400
| -13% | -$13.3K | 0.01% | 321 |
|
|
2021
Q2 | $103K | Buy |
3,100
+700
| +29% | +$23.3K | 0.01% | 275 |
|
|
2021
Q1 | $76K | Hold |
2,400
| – | – | 0.01% | 473 |
|
|
2020
Q4 | $73K | Hold |
2,400
| – | – | 0.01% | 501 |
|
|
2020
Q3 | $65K | Sell |
2,400
-700
| -23% | -$19K | 0.01% | 488 |
|
|
2020
Q2 | $85K | Sell |
3,100
-200
| -6% | -$5.48K | 0.01% | 367 |
|
|
2020
Q1 | $79K | Sell |
3,300
-200
| -6% | -$4.79K | 0.01% | 355 |
|
|
2019
Q4 | $121K | Sell |
3,500
-60
| -2% | -$2.07K | 0.01% | 308 |
|
|
2019
Q3 | $127K | Hold |
3,560
| – | – | 0.01% | 300 |
|
|
2019
Q2 | $114K | Hold |
3,560
| – | – | 0.01% | 314 |
|
|
2019
Q1 | $111K | Sell |
3,560
-72
| -2% | -$2.25K | 0.01% | 305 |
|
|
2018
Q4 | $101K | Sell |
3,632
-268
| -7% | -$7.45K | 0.01% | 299 |
|
|
2018
Q3 | $103K | Buy |
3,900
+257
| +7% | +$6.79K | 0.01% | 287 |
|
|
2018
Q2 | $94K | Hold |
3,643
| – | – | 0.01% | 286 |
|
|
2018
Q1 | $84.6K | Hold |
3,643
| – | – | 0.01% | 282 |
|
|
2017
Q4 | $95K | Sell |
3,643
-1,582
| -30% | -$41.3K | 0.02% | 269 |
|
|
2017
Q3 | $145K | Buy |
5,225
+200
| +4% | +$5.57K | 0.03% | 216 |
|
|
2017
Q2 | $161K | Hold |
5,025
| – | – | 0.03% | 200 |
|
|
2017
Q1 | $157K | Sell |
5,025
-200
| -4% | -$6.26K | 0.03% | 198 |
|
|
2016
Q4 | $155K | Sell |
5,225
-200
| -4% | -$5.94K | 0.03% | 187 |
|
|
2016
Q3 | $206K | Hold |
5,425
| – | – | 0.04% | 169 |
|
|
2016
Q2 | $192K | Sell |
5,425
-700
| -11% | -$24.8K | 0.04% | 152 |
|
|
2016
Q1 | $208K | Sell |
6,125
-2,100
| -26% | -$71.4K | 0.05% | 151 |
|
|
2015
Q4 | $315K | Buy |
8,225
+1,200
| +17% | +$46K | 0.08% | 118 |
|
|
2015
Q3 | $251K | Buy |
+7,025
| New | +$251K | 0.08% | 112 |
|