Bell Investment 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 | $10.6K | Sell |
603
-26
| -4% | -$455 | ﹤0.01% | 652 |
|
|
2025
Q1 | $12.7K | Hold |
629
| – | – | ﹤0.01% | 513 |
|
|
2024
Q4 | $12.8K | Hold |
629
| – | – | ﹤0.01% | 513 |
|
|
2024
Q3 | $14.4K | Hold |
629
| – | – | ﹤0.01% | 485 |
|
|
2024
Q2 | $12.3K | Buy |
629
+56
| +10% | +$1.1K | ﹤0.01% | 533 |
|
|
2024
Q1 | $10.7K | Buy |
573
+53
| +10% | +$994 | ﹤0.01% | 559 |
|
|
2023
Q4 | $10.3K | Buy |
520
+217
| +72% | +$4.3K | ﹤0.01% | 548 |
|
|
2023
Q3 | $5.56K | Sell |
303
-36
| -11% | -$661 | ﹤0.01% | 751 |
|
|
2023
Q2 | $6.81K | Sell |
339
-192
| -36% | -$3.86K | ﹤0.01% | 670 |
|
|
2023
Q1 | $11.7K | Buy |
531
+7
| +1% | +$154 | ﹤0.01% | 438 |
|
|
2022
Q4 | $13.1K | Buy |
524
+18
| +4% | +$451 | ﹤0.01% | 401 |
|
|
2022
Q3 | $12K | Buy |
506
+444
| +716% | +$10.5K | ﹤0.01% | 363 |
|
|
2022
Q2 | $2K | Buy |
+62
| New | +$2K | ﹤0.01% | 1128 |
|
|
2021
Q4 | $9K | Sell |
244
-21
| -8% | -$775 | ﹤0.01% | 516 |
|
|
2021
Q3 | $9K | Buy |
+265
| New | +$9K | ﹤0.01% | 477 |
|