SW
SVB Wealth’s Healthpeak Properties DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $262K | Sell |
14,979
-5,188
| -26% | -$90.8K | 0.01% | 381 |
|
|
2025
Q1 | $408K | Sell |
20,167
-2,497
| -11% | -$50.5K | 0.02% | 223 |
|
|
2024
Q4 | $459K | Buy |
+22,664
| New | +$459K | 0.01% | 436 |
|
|
2024
Q3 | – | Sell |
-26,800
| Closed | -$525K | – | 173 |
|
|
2024
Q2 | $525K | Sell |
26,800
-4,273
| -14% | -$83.8K | 0.01% | 421 |
|
|
2024
Q1 | $583K | Buy |
31,073
+740
| +2% | +$13.9K | 0.01% | 445 |
|
|
2023
Q4 | $601K | Buy |
30,333
+280
| +0.9% | +$5.54K | 0.01% | 433 |
|
|
2023
Q3 | $552K | Sell |
30,053
-2,911
| -9% | -$53.4K | 0.01% | 432 |
|
|
2023
Q2 | $663K | Sell |
32,964
-2,916
| -8% | -$58.6K | 0.01% | 417 |
|
|
2023
Q1 | $788K | Sell |
35,880
-2,241
| -6% | -$49.2K | 0.01% | 427 |
|
|
2022
Q4 | $956K | Sell |
38,121
-2,282
| -6% | -$57.2K | 0.01% | 409 |
|
|
2022
Q3 | $926K | Buy |
40,403
+6,219
| +18% | +$143K | 0.01% | 384 |
|
|
2022
Q2 | $886K | Sell |
34,184
-1,149
| -3% | -$29.8K | 0.01% | 348 |
|
|
2022
Q1 | $1.21M | Buy |
35,333
+175
| +0.5% | +$6.01K | 0.02% | 296 |
|
|
2021
Q4 | $1.27M | Sell |
35,158
-2,027
| -5% | -$73.1K | 0.02% | 276 |
|
|
2021
Q3 | $1.25M | Buy |
37,185
+410
| +1% | +$13.7K | 0.02% | 347 |
|
|
2021
Q2 | $1.22M | Sell |
36,775
-1,382
| -4% | -$46K | 0.02% | 348 |
|
|
2021
Q1 | $1.21M | Sell |
38,157
-405
| -1% | -$12.9K | 0.02% | 315 |
|
|
2020
Q4 | $1.17M | Sell |
38,562
-3,250
| -8% | -$98.3K | 0.02% | 308 |
|
|
2020
Q3 | $1.14M | Sell |
41,812
-2,724
| -6% | -$73.9K | 0.02% | 282 |
|
|
2020
Q2 | $1.23M | Sell |
44,536
-26,718
| -37% | -$736K | 0.02% | 250 |
|
|
2020
Q1 | $1.7M | Sell |
71,254
-3,719
| -5% | -$88.7K | 0.04% | 187 |
|
|
2019
Q4 | $2.58M | Sell |
74,973
-602
| -0.8% | -$20.7K | 0.05% | 192 |
|
|
2019
Q3 | $2.69M | Sell |
75,575
-60
| -0.1% | -$2.14K | 0.05% | 175 |
|
|
2019
Q2 | $2.42M | Sell |
75,635
-652
| -0.9% | -$20.9K | 0.08% | 188 |
|
|
2019
Q1 | $2.39M | Buy |
76,287
+1,630
| +2% | +$51K | 0.09% | 142 |
|
|
2018
Q4 | $2.09M | Sell |
74,657
-6,918
| -8% | -$193K | 0.09% | 148 |
|
|
2018
Q3 | $2.15M | Sell |
81,575
-1,414
| -2% | -$37.2K | 0.08% | 169 |
|
|
2018
Q2 | $2.14M | Sell |
82,989
-2,732
| -3% | -$70.5K | 0.08% | 165 |
|
|
2018
Q1 | $1.99M | Sell |
85,721
-4,549
| -5% | -$106K | 0.08% | 180 |
|
|
2017
Q4 | $2.35M | Sell |
90,270
-4,691
| -5% | -$122K | 0.09% | 167 |
|
|
2017
Q3 | $2.64M | Sell |
94,961
-7,525
| -7% | -$209K | 0.1% | 160 |
|
|
2017
Q2 | $3.28M | Sell |
102,486
-8,704
| -8% | -$278K | 0.13% | 139 |
|
|
2017
Q1 | $3.48M | Sell |
111,190
-5,923
| -5% | -$185K | 0.14% | 129 |
|
|
2016
Q4 | $3.48M | Sell |
117,113
-30,311
| -21% | -$1.33M | 0.14% | 123 |
|
|
2016
Q3 | $5.6M | Sell |
147,424
-2,475
| -2% | -$93.9K | 0.23% | 104 |
|
|
2016
Q2 | $5.3M | Sell |
149,899
-11,959
| -7% | -$423K | 0.22% | 111 |
|
|
2016
Q1 | $5.27M | Sell |
161,858
-4,955
| -3% | -$161K | 0.21% | 111 |
|
|
2015
Q4 | $6.38M | Sell |
166,813
-12,255
| -7% | -$469K | 0.25% | 98 |
|
|
2015
Q3 | $6.67M | Sell |
179,068
-1,721
| -1% | -$64.1K | 0.26% | 98 |
|
|
2015
Q2 | $6.59M | Sell |
180,789
-6,678
| -4% | -$244K | 0.22% | 119 |
|
|
2015
Q1 | $8.1M | Sell |
187,467
-3,051
| -2% | -$132K | 0.26% | 102 |
|
|
2014
Q4 | $8.39M | Buy |
+190,518
| New | +$8.39M | 0.27% | 103 |
|