CCM Investment Advisers’s Healthpeak Properties DOC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
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% -$10.6M 0.18% 58
2022
Q3
$11M Buy
480,951
+39,751
+9% +$1.05M 1.88% 28
2022
Q2
$11.4M Sell
441,200
-30,415
-6% -$922K 1.84% 27
2022
Q1
$16.2M Buy
471,615
+8,575
+2% +$289K 2.21% 6
2021
Q4
$16.7M Buy
463,040
+2,095
+0.5% +$72.3K 2.03% 13
2021
Q3
$15.4M Buy
460,945
+6,440
+1% +$228K 2.01% 12
2021
Q2
$15.1M Buy
454,505
+28,000
+7% +$940K 1.94% 12
2021
Q1
$13.5M Buy
+426,505
New +$13M 1.83% 20
2013
Q3
Sell
-4,886
Closed -$202K 146
2013
Q2
$202K Buy
+4,886
New +$223K 0.02% 143

Other funds holding DOC