Advisory Alpha’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 | $228K | Buy |
13,034
+2,030
| +18% | +$35.5K | 0.01% | 439 |
|
|
2025
Q1 | $223K | Buy |
+11,004
| New | +$223K | 0.01% | 419 |
|
|
2020
Q4 | – | Sell |
-120
| Closed | -$3K | – | 229 |
|
|
2020
Q3 | $3K | Buy |
+120
| New | +$3K | ﹤0.01% | 564 |
|
|
2020
Q2 | – | Sell |
-282
| Closed | -$6.86K | – | 208 |
|
|
2020
Q1 | $6.86K | Hold |
282
| – | – | ﹤0.01% | 453 |
|
|
2019
Q4 | $9.96K | Hold |
282
| – | – | ﹤0.01% | 501 |
|
|
2019
Q3 | $10.3K | Buy |
+282
| New | +$10.3K | ﹤0.01% | 448 |
|
|
2019
Q2 | – | Sell |
-282
| Closed | -$8.46K | – | 239 |
|
|
2019
Q1 | $8.46K | Buy |
+282
| New | +$8.46K | ﹤0.01% | 421 |
|