Certified Advisory Corp’s Healthpeak Properties DOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,335
| Closed | -$24.5K | – | 278 |
|
|
2023
Q3 | $24.5K | Buy |
1,335
+14
| +1% | +$257 | ﹤0.01% | 263 |
|
|
2023
Q2 | $26.5K | Buy |
1,321
+326
| +33% | +$6.55K | ﹤0.01% | 239 |
|
|
2023
Q1 | $21.9K | Buy |
+995
| New | +$21.9K | ﹤0.01% | 256 |
|
|
2022
Q3 | – | Sell |
-50
| Closed | -$1K | – | 227 |
|
|
2022
Q2 | $1K | Sell |
50
-904
| -95% | -$18.1K | ﹤0.01% | 226 |
|
|
2022
Q1 | $33K | Buy |
+954
| New | +$33K | 0.01% | 228 |
|
|
2021
Q2 | – | Sell |
-872
| Closed | -$28K | – | 335 |
|
|
2021
Q1 | $28K | Buy |
+872
| New | +$28K | 0.01% | 433 |
|
|
2020
Q2 | $23K | Buy |
841
+13
| +2% | +$356 | 0.01% | 414 |
|
|
2020
Q1 | $20K | Sell |
828
-105
| -11% | -$2.54K | 0.01% | 409 |
|
|
2019
Q4 | $32K | Buy |
933
+5
| +0.5% | +$171 | 0.01% | 384 |
|
|
2019
Q3 | $33K | Buy |
928
+9
| +1% | +$320 | 0.01% | 378 |
|
|
2019
Q2 | $29K | Buy |
919
+9
| +1% | +$284 | 0.01% | 405 |
|
|
2019
Q1 | $28K | Sell |
910
-12
| -1% | -$369 | 0.01% | 384 |
|
|
2018
Q4 | $26K | Buy |
922
+10
| +1% | +$282 | 0.01% | 371 |
|
|
2018
Q3 | $24K | Buy |
912
+7
| +0.8% | +$184 | 0.01% | 410 |
|
|
2018
Q2 | $24K | Buy |
905
+13
| +1% | +$345 | 0.01% | 389 |
|
|
2018
Q1 | $20K | Buy |
892
+12
| +1% | +$269 | 0.01% | 409 |
|
|
2017
Q4 | $22K | Buy |
+880
| New | +$22K | 0.02% | 348 |
|