CIBC Private Wealth Group’s Healthpeak Properties DOC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $95.3K | Sell |
5,442
-2,379
| -30% | -$41.7K | ﹤0.01% | 1409 |
|
2025
Q1 | $141K | Buy |
7,821
+3,228
| +70% | +$58.1K | ﹤0.01% | 1211 |
|
2024
Q4 | $93.3K | Sell |
4,593
-580
| -11% | -$11.8K | ﹤0.01% | 1446 |
|
2024
Q3 | $118K | Sell |
5,173
-1,762
| -25% | -$40.3K | ﹤0.01% | 1403 |
|
2024
Q2 | $136K | Sell |
6,935
-550
| -7% | -$10.8K | ﹤0.01% | 1270 |
|
2024
Q1 | $139K | Buy |
+7,485
| New | +$139K | ﹤0.01% | 1260 |
|
2022
Q3 | – | Sell |
-1,050
| Closed | -$27K | – | 975 |
|
2022
Q2 | $27K | Hold |
1,050
| – | – | ﹤0.01% | 994 |
|
2022
Q1 | $36K | Sell |
1,050
-26,761
| -96% | -$918K | ﹤0.01% | 1062 |
|
2021
Q4 | $1M | Buy |
+27,811
| New | +$1M | ﹤0.01% | 652 |
|
2018
Q3 | – | Sell |
-701
| Closed | -$18K | – | 1146 |
|
2018
Q2 | $18K | Buy |
701
+240
| +52% | +$6.16K | ﹤0.01% | 1430 |
|
2018
Q1 | $11K | Buy |
461
+45
| +11% | +$1.07K | ﹤0.01% | 1504 |
|
2017
Q4 | $11K | Buy |
+416
| New | +$11K | ﹤0.01% | 1518 |
|