Clearstead Advisors’s Healthpeak Properties DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.6K | Sell |
661
-27
| -4% | -$473 | ﹤0.01% | 1832 |
|
|
2025
Q1 | $13.9K | Sell |
688
-81
| -11% | -$1.64K | ﹤0.01% | 1516 |
|
|
2024
Q4 | $15.6K | Buy |
769
+25
| +3% | +$507 | ﹤0.01% | 1456 |
|
|
2024
Q3 | $17K | Buy |
744
+341
| +85% | +$7.8K | ﹤0.01% | 1465 |
|
|
2024
Q2 | $7.9K | Buy |
+403
| New | +$7.9K | ﹤0.01% | 1591 |
|
|
2024
Q1 | – | Sell |
-90
| Closed | -$1.78K | – | 1560 |
|
|
2023
Q4 | $1.78K | Sell |
90
-110
| -55% | -$2.18K | ﹤0.01% | 1299 |
|
|
2023
Q3 | $3.67K | Buy |
+200
| New | +$3.67K | ﹤0.01% | 1297 |
|
|
2022
Q4 | – | Sell |
-168
| Closed | -$4K | – | 1332 |
|
|
2022
Q3 | $4K | Sell |
168
-314
| -65% | -$7.48K | ﹤0.01% | 990 |
|
|
2022
Q2 | $12K | Hold |
482
| – | – | ﹤0.01% | 889 |
|
|
2022
Q1 | $17K | Hold |
482
| – | – | ﹤0.01% | 891 |
|
|
2021
Q4 | $17K | Sell |
482
-746
| -61% | -$26.3K | ﹤0.01% | 844 |
|
|
2021
Q3 | $41K | Buy |
1,228
+176
| +17% | +$5.88K | ﹤0.01% | 642 |
|
|
2021
Q2 | $35K | Hold |
1,052
| – | – | ﹤0.01% | 611 |
|
|
2021
Q1 | $33K | Sell |
1,052
-348
| -25% | -$10.9K | ﹤0.01% | 592 |
|
|
2020
Q4 | $42K | Hold |
1,400
| – | – | ﹤0.01% | 531 |
|
|
2020
Q3 | $38K | Hold |
1,400
| – | – | ﹤0.01% | 503 |
|
|
2020
Q2 | $39K | Hold |
1,400
| – | – | ﹤0.01% | 459 |
|
|
2020
Q1 | $33K | Buy |
+1,400
| New | +$33K | ﹤0.01% | 451 |
|