Argent Trust Co’s Healthpeak Properties DOC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-20,876
Closed -$477K 712
2024
Q3
$477K Buy
20,876
+387
+2% +$8.34K 0.02% 434
2024
Q2
$402K Sell
20,489
-1,501
-7% -$28.7K 0.02% 459
2024
Q1
$412K Sell
21,990
-134
-0.6% -$2.44K 0.02% 450
2023
Q4
$438K Buy
22,124
+1,077
+5% +$18.9K 0.02% 424
2023
Q3
$386K Sell
21,047
-3,702
-15% -$76K 0.02% 433
2023
Q2
$497K Buy
24,749
+8,830
+55% +$183K 0.03% 399
2023
Q1
$350K Buy
+15,919
New +$395K 0.02% 399
2016
Q4
Sell
-7,690
Closed -$266K 253
2016
Q3
$266K Sell
7,690
-5,342
-41% -$187K 0.11% 213
2016
Q2
$420K Buy
13,032
+1,678
+15% +$52.1K 0.18% 163
2016
Q1
$337K Buy
+11,354
New +$341K 0.16% 176

Other funds holding DOC