CIA
CCM Investment Advisers’s Healthpeak Properties DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-45,980
| Closed | -$1.15M | – | 71 |
|
|
2022
Q4 | $1.15M | Sell |
45,980
-434,971
| -90% | -$10.9M | 0.18% | 58 |
|
|
2022
Q3 | $11M | Buy |
480,951
+39,751
| +9% | +$911K | 1.88% | 28 |
|
|
2022
Q2 | $11.4M | Sell |
441,200
-30,415
| -6% | -$788K | 1.84% | 27 |
|
|
2022
Q1 | $16.2M | Buy |
471,615
+8,575
| +2% | +$294K | 2.21% | 6 |
|
|
2021
Q4 | $16.7M | Buy |
463,040
+2,095
| +0.5% | +$75.6K | 2.03% | 13 |
|
|
2021
Q3 | $15.4M | Buy |
460,945
+6,440
| +1% | +$216K | 2.01% | 12 |
|
|
2021
Q2 | $15.1M | Buy |
454,505
+28,000
| +7% | +$932K | 1.94% | 12 |
|
|
2021
Q1 | $13.5M | Buy |
+426,505
| New | +$13.5M | 1.83% | 20 |
|
|
2013
Q3 | – | Sell |
-4,450
| Closed | -$202K | – | 146 |
|
|
2013
Q2 | $202K | Buy |
+4,450
| New | +$202K | 0.02% | 143 |
|