Checchi Capital Advisers’s Healthpeak Properties DOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-8,619
| Closed | -$216K | – | 567 |
|
|
2022
Q4 | $216K | Sell |
8,619
-949
| -10% | -$23.8K | 0.02% | 497 |
|
|
2022
Q3 | $219K | Sell |
9,568
-2,018
| -17% | -$46.2K | 0.02% | 489 |
|
|
2022
Q2 | $320K | Buy |
+11,586
| New | +$320K | 0.03% | 404 |
|
|
2016
Q3 | – | Sell |
-5,806
| Closed | -$187K | – | 612 |
|
|
2016
Q2 | $187K | Buy |
5,806
+219
| +4% | +$7.05K | 0.02% | 351 |
|
|
2016
Q1 | $166K | Buy |
+5,587
| New | +$166K | 0.04% | 397 |
|