Caprock Group’s Healthpeak Properties DOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-10,433
| Closed | -$207K | – | 725 |
|
|
2023
Q4 | $207K | Buy |
+10,433
| New | +$207K | 0.01% | 641 |
|
|
2021
Q4 | – | Sell |
-6,405
| Closed | -$214K | – | 595 |
|
|
2021
Q3 | $214K | Sell |
6,405
-79
| -1% | -$2.64K | 0.02% | 485 |
|
|
2021
Q2 | $216K | Buy |
+6,484
| New | +$216K | 0.02% | 477 |
|
|
2020
Q2 | – | Sell |
-9,577
| Closed | -$228K | – | 426 |
|
|
2020
Q1 | $228K | Buy |
+9,577
| New | +$228K | 0.04% | 287 |
|
|
2016
Q4 | – | Sell |
-12,555
| Closed | -$434K | – | 352 |
|
|
2016
Q3 | $434K | Buy |
+12,555
| New | +$434K | 0.1% | 194 |
|
|
2016
Q2 | – | Sell |
-38,173
| Closed | -$1.13M | – | 299 |
|
|
2016
Q1 | $1.13M | Buy |
+38,173
| New | +$1.13M | 0.27% | 82 |
|