Continuum Advisory’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 | – | Sell |
-2,054
| Closed | -$41.5K | – | 700 |
|
2025
Q1 | $41.5K | Sell |
2,054
-122
| -6% | -$2.47K | 0.01% | 730 |
|
2024
Q4 | $44.1K | Buy |
2,176
+87
| +4% | +$1.76K | 0.01% | 690 |
|
2024
Q3 | $44.4K | Buy |
2,089
+1,298
| +164% | +$27.6K | 0.01% | 678 |
|
2024
Q2 | $15.5K | Buy |
791
+15
| +2% | +$294 | ﹤0.01% | 840 |
|
2024
Q1 | $15.1K | Buy |
+776
| New | +$15.1K | ﹤0.01% | 838 |
|