CAL
Capital Advisors Ltd’s Healthpeak Properties DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $0 | Sell |
19
-617
| -97% | – | ﹤0.01% | 1397 |
|
|
2025
Q1 | $13K | Hold |
636
| – | – | ﹤0.01% | 707 |
|
|
2024
Q4 | $13K | Hold |
636
| – | – | ﹤0.01% | 718 |
|
|
2024
Q3 | $15K | Hold |
636
| – | – | ﹤0.01% | 670 |
|
|
2024
Q2 | $12K | Buy |
636
+582
| +1,078% | +$11K | ﹤0.01% | 709 |
|
|
2024
Q1 | $1K | Sell |
54
-248
| -82% | -$4.59K | ﹤0.01% | 1163 |
|
|
2023
Q4 | $6K | Buy |
+302
| New | +$6K | ﹤0.01% | 790 |
|
|
2023
Q1 | – | Sell |
-122
| Closed | -$3K | – | 1276 |
|
|
2022
Q4 | $3K | Buy |
122
+94
| +336% | +$2.31K | ﹤0.01% | 755 |
|
|
2022
Q3 | $1K | Sell |
28
-7
| -20% | -$250 | ﹤0.01% | 995 |
|
|
2022
Q2 | $1K | Buy |
+35
| New | +$1K | ﹤0.01% | 760 |
|
|
2022
Q1 | – | Sell |
-12
| Closed | – | – | 966 |
|
|
2021
Q4 | $0 | Buy |
+12
| New | – | ﹤0.01% | 840 |
|
|
2020
Q4 | – | Sell |
-500
| Closed | -$14K | – | 449 |
|
|
2020
Q3 | $14K | Hold |
500
| – | – | ﹤0.01% | 360 |
|
|
2020
Q2 | $14K | Hold |
500
| – | – | ﹤0.01% | 349 |
|
|
2020
Q1 | $12K | Hold |
500
| – | – | ﹤0.01% | 350 |
|
|
2019
Q4 | $17K | Hold |
500
| – | – | ﹤0.01% | 315 |
|
|
2019
Q3 | $18K | Hold |
500
| – | – | 0.01% | 312 |
|
|
2019
Q2 | $16K | Hold |
500
| – | – | ﹤0.01% | 350 |
|
|
2019
Q1 | $16K | Hold |
500
| – | – | ﹤0.01% | 345 |
|
|
2018
Q4 | $14K | Hold |
500
| – | – | ﹤0.01% | 357 |
|
|
2018
Q3 | $13K | Hold |
500
| – | – | ﹤0.01% | 394 |
|
|
2018
Q2 | $13K | Hold |
500
| – | – | ﹤0.01% | 316 |
|
|
2018
Q1 | $12K | Hold |
500
| – | – | ﹤0.01% | 310 |
|
|
2017
Q4 | $13K | Hold |
500
| – | – | ﹤0.01% | 309 |
|
|
2017
Q3 | $14K | Hold |
500
| – | – | ﹤0.01% | 307 |
|
|
2017
Q2 | $16K | Hold |
500
| – | – | 0.01% | 298 |
|
|
2017
Q1 | $16K | Hold |
500
| – | – | 0.01% | 278 |
|
|
2016
Q4 | $15K | Buy |
+500
| New | +$15K | 0.01% | 271 |
|