Veritable’s Healthpeak Properties DOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-37,209
| Closed | -$1.03M | – | 751 |
|
|
2020
Q2 | $1.03M | Sell |
37,209
-7,165
| -16% | -$197K | 0.02% | 304 |
|
|
2020
Q1 | $1.06M | Sell |
44,374
-76
| -0.2% | -$1.81K | 0.03% | 287 |
|
|
2019
Q4 | $1.53M | Buy |
44,450
+5,258
| +13% | +$181K | 0.03% | 278 |
|
|
2019
Q3 | $1.4M | Buy |
39,192
+1,704
| +5% | +$60.7K | 0.03% | 274 |
|
|
2019
Q2 | $1.2M | Buy |
37,488
+4,605
| +14% | +$147K | 0.02% | 309 |
|
|
2019
Q1 | $1.03M | Buy |
32,883
+8,542
| +35% | +$267K | 0.02% | 336 |
|
|
2018
Q4 | $680K | Buy |
+24,341
| New | +$680K | 0.02% | 394 |
|
|
2017
Q4 | – | Sell |
-17,024
| Closed | -$474K | – | 811 |
|
|
2017
Q3 | $474K | Sell |
17,024
-25,724
| -60% | -$716K | 0.01% | 501 |
|
|
2017
Q2 | $1.37M | Buy |
42,748
+8,924
| +26% | +$285K | 0.03% | 288 |
|
|
2017
Q1 | $1.06M | Buy |
33,824
+10,281
| +44% | +$322K | 0.03% | 315 |
|
|
2016
Q4 | $700K | Sell |
23,543
-7,731
| -25% | -$230K | 0.02% | 378 |
|
|
2016
Q3 | $1.08M | Buy |
31,274
+24,617
| +370% | +$851K | 0.03% | 293 |
|
|
2016
Q2 | $215K | Sell |
6,657
-11,265
| -63% | -$364K | 0.01% | 655 |
|
|
2016
Q1 | $532K | Buy |
17,922
+9,862
| +122% | +$293K | 0.01% | 428 |
|
|
2015
Q4 | $281K | Buy |
8,060
+378
| +5% | +$13.2K | 0.01% | 603 |
|
|
2015
Q3 | $261K | Sell |
7,682
-9,131
| -54% | -$310K | 0.01% | 600 |
|
|
2015
Q2 | $558K | Sell |
16,813
-7,666
| -31% | -$254K | 0.02% | 431 |
|
|
2015
Q1 | $963K | Sell |
24,479
-39,739
| -62% | -$1.56M | 0.02% | 419 |
|
|
2014
Q4 | $2.58M | Buy |
64,218
+37,387
| +139% | +$1.5M | 0.05% | 219 |
|
|
2014
Q3 | $970K | Sell |
26,831
-3,729
| -12% | -$135K | 0.02% | 413 |
|
|
2014
Q2 | $1.15M | Buy |
30,560
+569
| +2% | +$21.4K | 0.02% | 378 |
|
|
2014
Q1 | $1.06M | Sell |
29,991
-2,968
| -9% | -$105K | 0.02% | 387 |
|
|
2013
Q4 | $1.09M | Sell |
32,959
-3,958
| -11% | -$131K | 0.02% | 374 |
|
|
2013
Q3 | $1.38M | Sell |
36,917
-1,465
| -4% | -$54.6K | 0.03% | 310 |
|
|
2013
Q2 | $1.59M | Buy |
+38,382
| New | +$1.59M | 0.04% | 281 |
|