Valley National Advisers’s Healthpeak Properties DOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14K | Buy |
832
+493
| +145% | +$8.3K | ﹤0.01% | 509 |
|
|
2025
Q1 | $6K | Buy |
339
+7
| +2% | +$124 | ﹤0.01% | 628 |
|
|
2024
Q4 | $6K | Hold |
332
| – | – | ﹤0.01% | 607 |
|
|
2024
Q3 | $7K | Sell |
332
-175
| -35% | -$3.69K | ﹤0.01% | 556 |
|
|
2024
Q2 | $9K | Buy |
507
+30
| +6% | +$533 | ﹤0.01% | 640 |
|
|
2024
Q1 | $8K | Buy |
477
+95
| +25% | +$1.59K | ﹤0.01% | 687 |
|
|
2023
Q4 | $7K | Buy |
382
+55
| +17% | +$1.01K | ﹤0.01% | 725 |
|
|
2023
Q3 | $6K | Buy |
327
+15
| +5% | +$275 | ﹤0.01% | 678 |
|
|
2023
Q2 | $7K | Hold |
312
| – | – | ﹤0.01% | 654 |
|
|
2023
Q1 | $7K | Hold |
312
| – | – | ﹤0.01% | 637 |
|
|
2022
Q4 | $8K | Hold |
312
| – | – | ﹤0.01% | 598 |
|
|
2022
Q3 | $7K | Hold |
312
| – | – | ﹤0.01% | 625 |
|
|
2022
Q2 | $8K | Hold |
312
| – | – | ﹤0.01% | 596 |
|
|
2022
Q1 | $11K | Hold |
312
| – | – | ﹤0.01% | 583 |
|
|
2021
Q4 | $11K | Hold |
312
| – | – | ﹤0.01% | 583 |
|
|
2021
Q3 | $10K | Hold |
312
| – | – | ﹤0.01% | 578 |
|
|
2021
Q2 | $10K | Hold |
312
| – | – | ﹤0.01% | 579 |
|
|
2021
Q1 | $10K | Hold |
312
| – | – | ﹤0.01% | 537 |
|
|
2020
Q4 | $9K | Hold |
312
| – | – | ﹤0.01% | 530 |
|
|
2020
Q3 | $8K | Hold |
312
| – | – | ﹤0.01% | 502 |
|
|
2020
Q2 | $9K | Hold |
312
| – | – | ﹤0.01% | 485 |
|
|
2020
Q1 | $7K | Hold |
312
| – | – | ﹤0.01% | 500 |
|
|
2019
Q4 | $11K | Hold |
312
| – | – | ﹤0.01% | 508 |
|
|
2019
Q3 | $11K | Hold |
312
| – | – | ﹤0.01% | 494 |
|
|
2019
Q2 | $10K | Hold |
312
| – | – | ﹤0.01% | 477 |
|
|
2019
Q1 | $10K | Hold |
312
| – | – | ﹤0.01% | 476 |
|
|
2018
Q4 | $9K | Hold |
312
| – | – | ﹤0.01% | 455 |
|
|
2018
Q3 | $8K | Hold |
312
| – | – | ﹤0.01% | 455 |
|
|
2018
Q2 | $8K | Sell |
312
-15
| -5% | -$385 | ﹤0.01% | 435 |
|
|
2018
Q1 | $8K | Hold |
327
| – | – | ﹤0.01% | 424 |
|
|
2017
Q4 | $9K | Hold |
327
| – | – | ﹤0.01% | 418 |
|
|
2017
Q3 | $9K | Hold |
327
| – | – | ﹤0.01% | 415 |
|
|
2017
Q2 | $10K | Hold |
327
| – | – | ﹤0.01% | 400 |
|
|
2017
Q1 | $10K | Hold |
327
| – | – | ﹤0.01% | 404 |
|
|
2016
Q4 | $10K | Sell |
327
-32
| -9% | -$979 | ﹤0.01% | 403 |
|
|
2016
Q3 | $12K | Buy |
359
+343
| +2,144% | +$11.5K | 0.01% | 356 |
|
|
2016
Q2 | $1K | Hold |
16
| – | – | ﹤0.01% | 561 |
|
|
2016
Q1 | $0 | Buy |
+16
| New | – | ﹤0.01% | 612 |
|