Caldwell Trust’s Healthpeak Properties DOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-500
|
|
||||
|
2023
Q1 | $11K | Hold |
500
|
|
||||
|
2022
Q4 | $12.5K | Hold |
500
|
|
||||
|
2022
Q3 | $11.5K | Hold |
500
|
|
||||
|
2022
Q2 | $13K | Sell |
500
-100
|
|
||||
|
2022
Q1 | $20.6K | Hold |
600
|
|
||||
|
2021
Q4 | $21.7K | Hold |
600
|
|
||||
|
2021
Q3 | $20.1K | Hold |
600
|
|
||||
|
2021
Q2 | $20K | Hold |
600
|
|
||||
|
2021
Q1 | $19K | Hold |
600
|
|
||||
|
2020
Q4 | $18.1K | Sell |
600
-645
|
|
||||
|
2020
Q3 | $33.8K | Hold |
1,245
|
|
||||
|
2020
Q2 | $34.3K | Hold |
1,245
|
|
||||
|
2020
Q1 | $29.7K | Hold |
1,245
|
|
||||
|
2019
Q4 | $42.9K | Buy |
+1,245
|
|