Bleakley Financial Group’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 |
-10,570
| Closed | -$214K | – | 631 |
|
2024
Q4 | $214K | Buy |
10,570
+86
| +0.8% | +$1.74K | 0.01% | 928 |
|
2024
Q3 | $240K | Sell |
10,484
-22,706
| -68% | -$519K | 0.01% | 874 |
|
2024
Q2 | $651K | Buy |
33,190
+1,693
| +5% | +$33.2K | 0.02% | 520 |
|
2024
Q1 | $591K | Sell |
31,497
-875
| -3% | -$16.4K | 0.02% | 564 |
|
2023
Q4 | $641K | Buy |
32,372
+10,161
| +46% | +$201K | 0.02% | 516 |
|
2023
Q3 | $408K | Sell |
22,211
-3,009
| -12% | -$55.2K | 0.01% | 591 |
|
2023
Q2 | $507K | Sell |
25,220
-2,168
| -8% | -$43.6K | 0.02% | 580 |
|
2023
Q1 | $602K | Sell |
27,388
-2,847
| -9% | -$62.5K | 0.02% | 518 |
|
2022
Q4 | $758K | Buy |
+30,235
| New | +$758K | 0.03% | 441 |
|