Algert Global’s Healthpeak Properties DOC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-186,170
Closed -$3.76M 1209
2025
Q1
$3.76M Sell
186,170
-25,446
-12% -$514K 0.09% 368
2024
Q4
$4.29M Buy
+211,616
New +$4.29M 0.1% 333
2024
Q1
Sell
-29,719
Closed -$588K 1125
2023
Q4
$588K Buy
29,719
+15,812
+114% +$313K 0.02% 771
2023
Q3
$255K Sell
13,907
-4,980
-26% -$91.3K 0.01% 916
2023
Q2
$380K Buy
+18,887
New +$380K 0.02% 863