Cannell & Spears’s Healthpeak Properties DOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-9,655
| Closed | -$221K | – | 405 |
|
|
2024
Q3 | $221K | Buy |
+9,655
| New | +$221K | ﹤0.01% | 374 |
|
|
2024
Q2 | – | Sell |
-10,290
| Closed | -$193K | – | 376 |
|
|
2024
Q1 | $193K | Hold |
10,290
| – | – | ﹤0.01% | 365 |
|
|
2023
Q4 | $204K | Hold |
10,290
| – | – | 0.02% | 209 |
|
|
2023
Q3 | $189K | Buy |
+10,290
| New | +$189K | 0.02% | 202 |
|
|
2015
Q4 | – | Sell |
-8,434
| Closed | -$286K | – | 123 |
|
|
2015
Q3 | $286K | Buy |
8,434
+1,043
| +14% | +$35.4K | 0.03% | 107 |
|
|
2015
Q2 | $245K | Buy |
+7,391
| New | +$245K | 0.03% | 124 |
|