USA Financial Formulas’s Healthpeak Properties DOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-13
| Closed | -$261 | – | 512 |
|
|
2023
Q2 | $261 | Hold |
13
| – | – | ﹤0.01% | 473 |
|
|
2023
Q1 | $286 | Buy |
+13
| New | +$286 | ﹤0.01% | 408 |
|
|
2022
Q3 | $0 | Hold |
13
| – | – | ﹤0.01% | 329 |
|
|
2022
Q2 | $0 | Hold |
13
| – | – | ﹤0.01% | 358 |
|
|
2022
Q1 | $0 | Hold |
13
| – | – | ﹤0.01% | 383 |
|
|
2021
Q4 | $0 | Hold |
13
| – | – | ﹤0.01% | 404 |
|
|
2021
Q3 | $0 | Hold |
13
| – | – | ﹤0.01% | 421 |
|
|
2021
Q2 | $0 | Hold |
13
| – | – | ﹤0.01% | 390 |
|
|
2021
Q1 | $0 | Hold |
13
| – | – | ﹤0.01% | 358 |
|
|
2020
Q4 | $0 | Hold |
13
| – | – | ﹤0.01% | 338 |
|
|
2020
Q3 | $0 | Hold |
13
| – | – | ﹤0.01% | 333 |
|
|
2020
Q2 | $0 | Hold |
13
| – | – | ﹤0.01% | 259 |
|
|
2020
Q1 | $0 | Hold |
13
| – | – | ﹤0.01% | 237 |
|
|
2019
Q4 | $0 | Hold |
13
| – | – | ﹤0.01% | 247 |
|
|
2019
Q3 | $0 | Sell |
13
-60,819
| -100% | – | ﹤0.01% | 221 |
|
|
2019
Q2 | $1.9M | Buy |
60,832
+15,016
| +33% | +$470K | 0.96% | 33 |
|
|
2019
Q1 | $1.43M | Buy |
+45,816
| New | +$1.43M | 0.9% | 34 |
|