Cetera Trust Company’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 | $205K | Buy |
11,720
+370
| +3% | +$6.48K | 0.12% | 164 |
|
|
2025
Q1 | $229K | Buy |
11,350
+1,800
| +19% | +$36.4K | 0.15% | 147 |
|
|
2024
Q4 | $194K | Sell |
9,550
-925
| -9% | -$18.8K | 0.13% | 167 |
|
|
2024
Q3 | $240K | Hold |
10,475
| – | – | 0.15% | 147 |
|
|
2024
Q2 | $205K | Hold |
10,475
| – | – | 0.13% | 152 |
|
|
2024
Q1 | $196K | Buy |
10,475
+6,025
| +135% | +$113K | 0.12% | 168 |
|
|
2023
Q4 | $88.1K | Buy |
+4,450
| New | +$88.1K | 0.05% | 206 |
|