Clearstead Trust’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 | $16.5K | Buy |
943
+743
| +372% | +$13K | ﹤0.01% | 475 |
|
|
2025
Q1 | $4.04K | Hold |
200
| – | – | ﹤0.01% | 651 |
|
|
2024
Q4 | $4.05K | Hold |
200
| – | – | ﹤0.01% | 396 |
|
|
2024
Q3 | $4.57K | Hold |
200
| – | – | ﹤0.01% | 375 |
|
|
2024
Q2 | $3.92K | Hold |
200
| – | – | ﹤0.01% | 393 |
|
|
2024
Q1 | $3.75K | Hold |
200
| – | – | ﹤0.01% | 388 |
|
|
2023
Q4 | $3.96K | Hold |
200
| – | – | ﹤0.01% | 370 |
|
|
2023
Q3 | $3.67K | Hold |
200
| – | – | ﹤0.01% | 395 |
|
|
2023
Q2 | $4.02K | Hold |
200
| – | – | ﹤0.01% | 339 |
|
|
2023
Q1 | $4.39K | Hold |
200
| – | – | ﹤0.01% | 322 |
|
|
2022
Q4 | $5K | Hold |
200
| – | – | ﹤0.01% | 336 |
|
|
2022
Q3 | $5K | Buy |
+200
| New | +$5K | ﹤0.01% | 324 |
|
|
2017
Q1 | – | Sell |
-301
| Closed | -$9K | – | 131 |
|
|
2016
Q4 | $9K | Buy |
+301
| New | +$9K | 0.01% | 126 |
|