Carolinas Wealth Consulting’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 | – | Sell |
-30
| Closed | -$607 | – | 237 |
|
|
2025
Q1 | $607 | Hold |
30
| – | – | ﹤0.01% | 951 |
|
|
2024
Q4 | $609 | Sell |
30
-15
| -33% | -$305 | ﹤0.01% | 989 |
|
|
2024
Q3 | $1.03K | Buy |
45
+15
| +50% | +$343 | ﹤0.01% | 923 |
|
|
2024
Q2 | $588 | Buy |
30
+20
| +200% | +$392 | ﹤0.01% | 980 |
|
|
2024
Q1 | $188 | Sell |
10
-990
| -99% | -$18.6K | ﹤0.01% | 1022 |
|
|
2023
Q4 | $19.8K | Hold |
1,000
| – | – | ﹤0.01% | 444 |
|
|
2023
Q3 | $15.6K | Sell |
1,000
-18
| -2% | -$280 | ﹤0.01% | 462 |
|
|
2023
Q2 | $20.5K | Hold |
1,018
| – | – | ﹤0.01% | 475 |
|
|
2023
Q1 | $22.4K | Hold |
1,018
| – | – | ﹤0.01% | 476 |
|
|
2022
Q4 | $25.5K | Sell |
1,018
-77
| -7% | -$1.93K | 0.01% | 449 |
|
|
2022
Q3 | $25K | Hold |
1,095
| – | – | 0.01% | 411 |
|
|
2022
Q2 | $28K | Hold |
1,095
| – | – | 0.01% | 404 |
|
|
2022
Q1 | $38K | Hold |
1,095
| – | – | 0.01% | 389 |
|
|
2021
Q4 | $40K | Hold |
1,095
| – | – | 0.01% | 393 |
|
|
2021
Q3 | $37K | Hold |
1,095
| – | – | 0.01% | 385 |
|
|
2021
Q2 | $36K | Hold |
1,095
| – | – | 0.01% | 404 |
|
|
2021
Q1 | $35K | Hold |
1,095
| – | – | 0.01% | 422 |
|
|
2020
Q4 | $33K | Sell |
1,095
-132
| -11% | -$3.98K | 0.01% | 401 |
|
|
2020
Q3 | $33K | Buy |
1,227
+109
| +10% | +$2.93K | 0.01% | 340 |
|
|
2020
Q2 | $31K | Buy |
+1,118
| New | +$31K | 0.01% | 249 |
|