BTC Capital Management’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 |
-14,599
| Closed | -$274K | – | 217 |
|
|
2024
Q1 | $274K | Buy |
+14,599
| New | +$274K | 0.03% | 209 |
|
|
2023
Q3 | $212K | Sell |
11,539
-373
| -3% | -$6.85K | 0.02% | 228 |
|
|
2023
Q2 | $239K | Buy |
11,912
+200
| +2% | +$4.02K | 0.03% | 231 |
|
|
2023
Q1 | $257K | Sell |
11,712
-5,586
| -32% | -$123K | 0.03% | 209 |
|
|
2022
Q4 | $434K | Hold |
17,298
| – | – | 0.05% | 166 |
|
|
2022
Q3 | $396K | Buy |
17,298
+5,586
| +48% | +$128K | 0.05% | 175 |
|
|
2022
Q2 | $303K | Sell |
11,712
-3,489
| -23% | -$90.3K | 0.04% | 209 |
|
|
2022
Q1 | $522K | Sell |
15,201
-889
| -6% | -$30.5K | 0.05% | 176 |
|
|
2021
Q4 | $581K | Buy |
+16,090
| New | +$581K | 0.06% | 168 |
|