Winslow Evans & Crocker’s Healthpeak Properties DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $87K | Buy |
2,900
+800
| +38% | +$24K | 0.02% | 470 |
|
|
2020
Q3 | $57K | Hold |
2,100
| – | – | 0.01% | 438 |
|
|
2020
Q2 | $58K | Hold |
2,100
| – | – | 0.02% | 443 |
|
|
2020
Q1 | $52K | Hold |
2,100
| – | – | 0.02% | 422 |
|
|
2019
Q4 | $74K | Hold |
2,100
| – | – | 0.02% | 437 |
|
|
2019
Q3 | $76K | Hold |
2,100
| – | – | 0.02% | 442 |
|
|
2019
Q2 | $68K | Hold |
2,100
| – | – | 0.02% | 459 |
|
|
2019
Q1 | $68K | Hold |
2,100
| – | – | 0.02% | 440 |
|
|
2018
Q4 | $60K | Sell |
2,100
-400
| -16% | -$11.4K | 0.02% | 436 |
|
|
2018
Q3 | $66K | Hold |
2,500
| – | – | 0.02% | 438 |
|
|
2018
Q2 | $66K | Buy |
2,500
+1,996
| +396% | +$52.7K | 0.02% | 443 |
|
|
2018
Q1 | $11.7K | Hold |
504
| – | – | ﹤0.01% | 755 |
|
|
2017
Q4 | $13.1K | Sell |
504
-306
| -38% | -$7.98K | ﹤0.01% | 756 |
|
|
2017
Q3 | $22.5K | Hold |
810
| – | – | 0.01% | 630 |
|
|
2017
Q2 | $25.9K | Sell |
810
-48
| -6% | -$1.53K | 0.01% | 699 |
|
|
2017
Q1 | $26.8K | Sell |
858
-1,564
| -65% | -$48.9K | 0.01% | 675 |
|
|
2016
Q4 | $72K | Buy |
2,422
+103
| +4% | +$3.06K | 0.02% | 456 |
|
|
2016
Q3 | $80.2K | Buy |
2,319
+303
| +15% | +$10.5K | 0.02% | 444 |
|
|
2016
Q2 | $64.9K | Sell |
2,016
-1,767
| -47% | -$56.9K | 0.02% | 458 |
|
|
2016
Q1 | $112K | Sell |
3,783
-34
| -0.9% | -$1.01K | 0.03% | 348 |
|
|
2015
Q4 | $133K | Sell |
3,817
-674
| -15% | -$23.5K | 0.04% | 353 |
|
|
2015
Q3 | $152K | Sell |
4,491
-105
| -2% | -$3.56K | 0.05% | 321 |
|
|
2015
Q2 | $153K | Sell |
4,596
-110
| -2% | -$3.65K | 0.04% | 357 |
|
|
2015
Q1 | $185K | Buy |
4,706
+121
| +3% | +$4.76K | 0.05% | 310 |
|
|
2014
Q4 | $184K | Hold |
4,585
| – | – | 0.05% | 299 |
|
|
2014
Q3 | $166K | Sell |
4,585
-1,558
| -25% | -$56.3K | 0.05% | 335 |
|
|
2014
Q2 | $232K | Buy |
6,143
+1,406
| +30% | +$53K | 0.08% | 241 |
|
|
2014
Q1 | $167K | Sell |
4,737
-472
| -9% | -$16.7K | 0.06% | 280 |
|
|
2013
Q4 | $172K | Buy |
+5,209
| New | +$172K | 0.06% | 292 |
|