Centaurus Financial’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 | $189K | Buy |
10,807
+347
| +3% | +$6.07K | 0.01% | 735 |
|
|
2025
Q1 | $211K | Sell |
10,460
-465
| -4% | -$9.38K | 0.01% | 666 |
|
|
2024
Q4 | $221K | Sell |
10,925
-131
| -1% | -$2.65K | 0.01% | 634 |
|
|
2024
Q3 | $253K | Sell |
11,056
-504
| -4% | -$11.5K | 0.02% | 586 |
|
|
2024
Q2 | $227K | Buy |
+11,560
| New | +$227K | 0.02% | 567 |
|
|
2024
Q1 | – | Sell |
-11,408
| Closed | -$226K | – | 778 |
|
|
2023
Q4 | $226K | Sell |
11,408
-39
| -0.3% | -$773 | 0.02% | 562 |
|
|
2023
Q3 | $210K | Buy |
11,447
+845
| +8% | +$15.5K | 0.02% | 558 |
|
|
2023
Q2 | $213K | Buy |
10,602
+117
| +1% | +$2.35K | 0.02% | 563 |
|
|
2023
Q1 | $230K | Buy |
10,485
+1,098
| +12% | +$24.1K | 0.02% | 625 |
|
|
2022
Q4 | $235K | Buy |
9,387
+2,106
| +29% | +$52.7K | 0.02% | 563 |
|
|
2022
Q3 | $167K | Buy |
7,281
+929
| +15% | +$21.3K | 0.02% | 665 |
|
|
2022
Q2 | $165K | Buy |
+6,352
| New | +$165K | 0.02% | 685 |
|
|
2021
Q1 | – | Sell |
-46,209
| Closed | -$1.4M | – | 826 |
|
|
2020
Q4 | $1.4M | Buy |
46,209
+11,406
| +33% | +$345K | 0.15% | 173 |
|
|
2020
Q3 | $945K | Buy |
34,803
+5,419
| +18% | +$147K | 0.13% | 177 |
|
|
2020
Q2 | $810K | Buy |
+29,384
| New | +$810K | 0.12% | 202 |
|
|
2018
Q3 | – | Sell |
-9,931
| Closed | -$256K | – | 890 |
|
|
2018
Q2 | $256K | Buy |
+9,931
| New | +$256K | 0.04% | 456 |
|