Bruce G. Allen Investments’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 | $77.7K | Buy |
4,440
+3,696
| +497% | +$64.7K | 0.06% | 193 |
|
|
2025
Q1 | $15K | Sell |
744
-129
| -15% | -$2.61K | 0.01% | 415 |
|
|
2024
Q4 | $17.7K | Hold |
873
| – | – | 0.01% | 398 |
|
|
2024
Q3 | $20K | Hold |
873
| – | – | 0.02% | 385 |
|
|
2024
Q2 | $17.1K | Sell |
873
-34
| -4% | -$666 | 0.01% | 387 |
|
|
2024
Q1 | $17K | Sell |
907
-401
| -31% | -$7.52K | 0.01% | 398 |
|
|
2023
Q4 | $25.9K | Buy |
+1,308
| New | +$25.9K | 0.02% | 344 |
|