City State Bank’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 | $3.59K | Sell |
205
-140
| -41% | -$2.45K | ﹤0.01% | 631 |
|
|
2025
Q1 | $6.98K | Hold |
345
| – | – | ﹤0.01% | 546 |
|
|
2024
Q4 | $6.99K | Sell |
345
-200
| -37% | -$4.05K | ﹤0.01% | 536 |
|
|
2024
Q3 | $12.5K | Sell |
545
-425
| -44% | -$9.72K | ﹤0.01% | 479 |
|
|
2024
Q2 | $19K | Sell |
970
-565
| -37% | -$11.1K | 0.01% | 420 |
|
|
2024
Q1 | $29K | Sell |
1,535
-500
| -25% | -$9.45K | 0.01% | 369 |
|
|
2023
Q4 | $40K | Sell |
2,035
-1,050
| -34% | -$20.6K | 0.02% | 322 |
|
|
2023
Q3 | $57K | Sell |
3,085
-150
| -5% | -$2.77K | 0.03% | 277 |
|
|
2023
Q2 | $65K | Hold |
3,235
| – | – | 0.04% | 266 |
|
|
2023
Q1 | $71K | Sell |
3,235
-150
| -4% | -$3.29K | 0.04% | 254 |
|
|
2022
Q4 | $85K | Sell |
3,385
-175
| -5% | -$4.39K | 0.05% | 228 |
|
|
2022
Q3 | $82K | Sell |
3,560
-68
| -2% | -$1.57K | 0.06% | 218 |
|
|
2022
Q2 | $94K | Hold |
3,628
| – | – | 0.07% | 210 |
|
|
2022
Q1 | $125K | Hold |
3,628
| – | – | 0.08% | 199 |
|
|
2021
Q4 | $131K | Buy |
+3,628
| New | +$131K | 0.08% | 201 |
|