Avantax Advisory Services’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 | $1.69M | Buy |
96,468
+25,938
| +37% | +$454K | 0.01% | 885 |
|
|
2025
Q1 | $1.43M | Buy |
70,530
+5,379
| +8% | +$109K | 0.01% | 918 |
|
|
2024
Q4 | $1.32M | Buy |
65,151
+38,462
| +144% | +$780K | 0.01% | 918 |
|
|
2024
Q3 | $610K | Buy |
26,689
+602
| +2% | +$13.8K | ﹤0.01% | 1285 |
|
|
2024
Q2 | $511K | Buy |
26,087
+7,966
| +44% | +$156K | ﹤0.01% | 1347 |
|
|
2024
Q1 | $340K | Buy |
18,121
+4,184
| +30% | +$78.5K | ﹤0.01% | 1234 |
|
|
2023
Q4 | $276K | Buy |
+13,937
| New | +$276K | ﹤0.01% | 1282 |
|
|
2022
Q2 | – | Sell |
-6,651
| Closed | -$230K | – | 1327 |
|
|
2022
Q1 | $230K | Sell |
6,651
-390
| -6% | -$13.5K | ﹤0.01% | 1128 |
|
|
2021
Q4 | $254K | Buy |
7,041
+395
| +6% | +$14.2K | ﹤0.01% | 1060 |
|
|
2021
Q3 | $221K | Buy |
6,646
+215
| +3% | +$7.15K | ﹤0.01% | 1065 |
|
|
2021
Q2 | $214K | Buy |
6,431
+5
| +0.1% | +$166 | ﹤0.01% | 1049 |
|
|
2021
Q1 | $204K | Sell |
6,426
-379
| -6% | -$12K | ﹤0.01% | 955 |
|
|
2020
Q4 | $206K | Sell |
6,805
-10,654
| -61% | -$323K | ﹤0.01% | 868 |
|
|
2020
Q3 | $476K | Buy |
+17,459
| New | +$476K | 0.01% | 808 |
|
|
2020
Q1 | – | Sell |
-6,355
| Closed | -$220K | – | 821 |
|
|
2019
Q4 | $220K | Buy |
+6,355
| New | +$220K | 0.01% | 749 |
|
|
2019
Q2 | – | Sell |
-7,237
| Closed | -$227K | – | 525 |
|
|
2019
Q1 | $227K | Sell |
7,237
-167
| -2% | -$5.24K | 0.01% | 427 |
|
|
2018
Q4 | $209K | Buy |
+7,404
| New | +$209K | 0.04% | 372 |
|