Annis Gardner Whiting Capital Advisors’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 | $2.96K | Sell |
169
-81
| -32% | -$1.42K | ﹤0.01% | 915 |
|
|
2025
Q1 | $5.06K | Hold |
250
| – | – | ﹤0.01% | 624 |
|
|
2024
Q4 | $5.07K | Buy |
250
+49
| +24% | +$993 | ﹤0.01% | 611 |
|
|
2024
Q3 | $4.6K | Hold |
201
| – | – | ﹤0.01% | 642 |
|
|
2024
Q2 | $3.94K | Buy |
+201
| New | +$3.94K | ﹤0.01% | 800 |
|
|
2024
Q1 | – | Sell |
-22
| Closed | -$436 | – | 951 |
|
|
2023
Q4 | $436 | Hold |
22
| – | – | ﹤0.01% | 689 |
|
|
2023
Q3 | $404 | Buy |
+22
| New | +$404 | ﹤0.01% | 669 |
|