TrustCore Financial Services’s Healthpeak Properties DOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $620K | Hold |
24,716
| – | – | 0.05% | 155 |
|
|
2022
Q3 | $566K | Hold |
24,716
| – | – | 0.05% | 157 |
|
|
2022
Q2 | $640K | Hold |
24,716
| – | – | 0.06% | 147 |
|
|
2022
Q1 | $849K | Buy |
24,716
+2,315
| +10% | +$79.5K | 0.07% | 130 |
|
|
2021
Q4 | $808K | Hold |
22,401
| – | – | 0.09% | 112 |
|
|
2021
Q3 | $750K | Hold |
22,401
| – | – | 0.07% | 129 |
|
|
2021
Q2 | $746K | Sell |
22,401
-3,900
| -15% | -$130K | 0.08% | 130 |
|
|
2021
Q1 | $835K | Buy |
26,301
+2,615
| +11% | +$83K | 0.1% | 111 |
|
|
2020
Q4 | $716K | Sell |
23,686
-4,000
| -14% | -$121K | 0.09% | 119 |
|
|
2020
Q3 | $752K | Hold |
27,686
| – | – | 0.11% | 104 |
|
|
2020
Q2 | $763K | Buy |
27,686
+27,386
| +9,129% | +$755K | 0.13% | 99 |
|
|
2020
Q1 | $7K | Hold |
300
| – | – | ﹤0.01% | 633 |
|
|
2019
Q4 | $10K | Hold |
300
| – | – | ﹤0.01% | 619 |
|
|
2019
Q3 | $11K | Buy |
+300
| New | +$11K | ﹤0.01% | 612 |
|
|
2019
Q2 | – | Hold |
0
| – | -$9K | – | 615 |
|
|
2019
Q1 | – | Hold |
0
| – | -$8K | – | 574 |
|
|
2018
Q4 | – | Hold |
0
| – | -$8K | – | 288 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 582 |
|