Balentine LLC’s Healthpeak Properties DOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-16,089
| Closed | -$302K | – | 288 |
|
|
2024
Q1 | $302K | Buy |
+16,089
| New | +$302K | 0.01% | 399 |
|
|
2022
Q2 | – | Sell |
-7,196
| Closed | -$247K | – | 651 |
|
|
2022
Q1 | $247K | Buy |
+7,196
| New | +$247K | 0.01% | 486 |
|
|
2020
Q3 | – | Sell |
-423
| Closed | -$12K | – | 334 |
|
|
2020
Q2 | $12K | Buy |
+423
| New | +$12K | ﹤0.01% | 505 |
|
|
2019
Q4 | – | Sell |
-137
| Closed | -$5K | – | 638 |
|
|
2019
Q3 | $5K | Hold |
137
| – | – | ﹤0.01% | 515 |
|
|
2019
Q2 | $4K | Buy |
+137
| New | +$4K | ﹤0.01% | 536 |
|