Capital Investment Advisory Services’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 | $548K | Buy |
31,307
+14
| +0% | +$245 | 0.04% | 326 |
|
|
2025
Q1 | $633K | Sell |
31,293
-1,787
| -5% | -$36.1K | 0.06% | 276 |
|
|
2024
Q4 | $671K | Sell |
33,080
-326
| -1% | -$6.61K | 0.06% | 240 |
|
|
2024
Q3 | $764K | Sell |
33,406
-195
| -0.6% | -$4.46K | 0.07% | 230 |
|
|
2024
Q2 | $659K | Sell |
33,601
-730
| -2% | -$14.3K | 0.07% | 248 |
|
|
2024
Q1 | $644K | Buy |
+34,331
| New | +$644K | 0.07% | 258 |
|
|
2019
Q4 | – | Sell |
-3,107
| Closed | -$111K | – | 733 |
|
|
2019
Q3 | $111K | Sell |
3,107
-800
| -20% | -$28.6K | 0.03% | 364 |
|
|
2019
Q2 | $124K | Buy |
3,907
+259
| +7% | +$8.22K | 0.04% | 352 |
|
|
2019
Q1 | $114K | Buy |
3,648
+7
| +0.2% | +$219 | 0.04% | 304 |
|
|
2018
Q4 | $102K | Buy |
+3,641
| New | +$102K | 0.04% | 290 |
|