Blue Trust Inc’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 | $265K | Buy |
15,113
+2,758
| +22% | +$48.3K | ﹤0.01% | 668 |
|
2025
Q1 | $250K | Buy |
12,355
+4,100
| +50% | +$82.9K | ﹤0.01% | 628 |
|
2024
Q4 | $167K | Sell |
8,255
-2,761
| -25% | -$56K | ﹤0.01% | 715 |
|
2024
Q3 | $216K | Buy |
11,016
+4,144
| +60% | +$81.2K | ﹤0.01% | 820 |
|
2024
Q2 | $129K | Buy |
6,872
+2,877
| +72% | +$53.9K | ﹤0.01% | 870 |
|
2024
Q1 | $74.9K | Buy |
3,995
+3,588
| +882% | +$67.3K | ﹤0.01% | 792 |
|
2023
Q4 | $7K | Buy |
407
+106
| +35% | +$1.82K | ﹤0.01% | 1702 |
|
2023
Q3 | $6K | Sell |
301
-159
| -35% | -$3.17K | ﹤0.01% | 1571 |
|
2023
Q2 | $10K | Sell |
460
-325
| -41% | -$7.07K | ﹤0.01% | 1299 |
|
2023
Q1 | $20K | Buy |
785
+215
| +38% | +$5.48K | ﹤0.01% | 1352 |
|
2022
Q4 | $13K | Sell |
570
-113
| -17% | -$2.58K | ﹤0.01% | 1441 |
|
2022
Q3 | $18K | Buy |
683
+190
| +39% | +$5.01K | ﹤0.01% | 1128 |
|
2022
Q2 | $17K | Buy |
+493
| New | +$17K | ﹤0.01% | 1009 |
|