Avestar Capital’s Healthpeak Properties DOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-10,855
| Closed | -$220K | – | 443 |
|
|
2024
Q4 | $220K | Buy |
10,855
+55
| +0.5% | +$1.12K | 0.02% | 427 |
|
|
2024
Q3 | $247K | Buy |
+10,800
| New | +$247K | 0.03% | 375 |
|
|
2019
Q3 | – | Sell |
-114
| Closed | -$3K | – | 342 |
|
|
2019
Q2 | $3K | Hold |
114
| – | – | ﹤0.01% | 629 |
|
|
2019
Q1 | $3K | Hold |
114
| – | – | ﹤0.01% | 610 |
|
|
2018
Q4 | $3K | Hold |
114
| – | – | ﹤0.01% | 584 |
|
|
2018
Q3 | $1K | Buy |
114
+22
| +24% | +$193 | ﹤0.01% | 695 |
|
|
2018
Q2 | $1K | Buy |
92
+51
| +124% | +$554 | ﹤0.01% | 750 |
|
|
2018
Q1 | $0 | Buy |
+41
| New | – | ﹤0.01% | 851 |
|