Transamerica Financial Advisors’s Healthpeak Properties DOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1
| Closed | -$1K | – | 578 |
|
|
2024
Q3 | $1K | Buy |
+1
| New | +$1K | ﹤0.01% | 448 |
|
|
2024
Q1 | – | Sell |
-1
| Closed | -$1K | – | 617 |
|
|
2023
Q4 | $1K | Sell |
1
-1
| -50% | -$1K | ﹤0.01% | 424 |
|
|
2023
Q3 | $1K | Buy |
2
+1
| +100% | +$500 | ﹤0.01% | 451 |
|
|
2023
Q2 | $1K | Hold |
1
| – | – | ﹤0.01% | 422 |
|
|
2023
Q1 | $1K | Sell |
1
-25
| -96% | -$25K | ﹤0.01% | 414 |
|
|
2022
Q4 | $1K | Buy |
26
+25
| +2,500% | +$962 | ﹤0.01% | 466 |
|
|
2022
Q3 | $1K | Hold |
1
| – | – | ﹤0.01% | 433 |
|
|
2022
Q2 | $1K | Buy |
+1
| New | +$1K | ﹤0.01% | 445 |
|
|
2020
Q3 | – | Sell |
-1
| Closed | -$1K | – | 237 |
|
|
2020
Q2 | $1K | Buy |
+1
| New | +$1K | ﹤0.01% | 355 |
|
|
2019
Q3 | – | Sell |
-3
| Closed | -$1K | – | 183 |
|
|
2019
Q2 | $1K | Buy |
+3
| New | +$1K | ﹤0.01% | 427 |
|
|
2019
Q1 | – | Sell |
-3
| Closed | -$1K | – | 172 |
|
|
2018
Q4 | $1K | Hold |
3
| – | – | ﹤0.01% | 395 |
|
|
2018
Q3 | $1K | Hold |
3
| – | – | ﹤0.01% | 401 |
|
|
2018
Q2 | $1K | Sell |
3
-15
| -83% | -$5K | ﹤0.01% | 360 |
|
|
2018
Q1 | $1K | Hold |
18
| – | – | ﹤0.01% | 349 |
|
|
2017
Q4 | $1K | Sell |
18
-32
| -64% | -$1.78K | ﹤0.01% | 337 |
|
|
2017
Q3 | $2K | Sell |
50
-3
| -6% | -$120 | ﹤0.01% | 310 |
|
|
2017
Q2 | $2K | Sell |
53
-16,977
| -100% | -$641K | ﹤0.01% | 286 |
|
|
2017
Q1 | $533K | Buy |
17,030
+145
| +0.9% | +$4.54K | 0.06% | 188 |
|
|
2016
Q4 | $502K | Sell |
16,885
-1,252
| -7% | -$37.2K | 0.06% | 183 |
|
|
2016
Q3 | $627K | Buy |
18,137
+1,586
| +10% | +$54.8K | 0.07% | 183 |
|
|
2016
Q2 | $534K | Buy |
16,551
+6,651
| +67% | +$215K | 0.05% | 187 |
|
|
2016
Q1 | $294K | Buy |
9,900
+5,843
| +144% | +$174K | 0.02% | 274 |
|
|
2015
Q4 | $142K | Buy |
4,057
+222
| +6% | +$7.77K | 0.01% | 323 |
|
|
2015
Q3 | $131K | Hold |
3,835
| – | – | 0.01% | 310 |
|
|
2015
Q2 | $128K | Buy |
3,835
+397
| +12% | +$13.3K | 0.01% | 366 |
|
|
2015
Q1 | $136K | Buy |
3,438
+583
| +20% | +$23.1K | 0.01% | 354 |
|
|
2014
Q4 | $115K | Buy |
2,855
+171
| +6% | +$6.89K | 0.01% | 314 |
|
|
2014
Q3 | $98K | Sell |
2,684
-63
| -2% | -$2.3K | 0.01% | 302 |
|
|
2014
Q2 | $104K | Buy |
2,747
+325
| +13% | +$12.3K | 0.01% | 318 |
|
|
2014
Q1 | $86K | Buy |
2,422
+2,354
| +3,462% | +$83.6K | 0.01% | 314 |
|
|
2013
Q4 | $3K | Sell |
68
-2
| -3% | -$88 | ﹤0.01% | 525 |
|
|
2013
Q3 | $3K | Sell |
70
-760
| -92% | -$32.6K | ﹤0.01% | 521 |
|
|
2013
Q2 | $35K | Buy |
+830
| New | +$35K | 0.01% | 324 |
|