Cornerstone Planning Group’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
$1.69K Sell
98
-358
-79% -$6.16K ﹤0.01% 988
2025
Q1
$8.58K Buy
456
+352
+338% +$6.63K ﹤0.01% 615
2024
Q4
$2.21K Buy
104
+35
+51% +$742 ﹤0.01% 774
2024
Q3
$1.55K Hold
69
﹤0.01% 838
2024
Q2
$1.43K Sell
69
-123
-64% -$2.55K ﹤0.01% 862
2024
Q1
$3.64K Sell
192
-94
-33% -$1.78K ﹤0.01% 570
2023
Q4
$5.66K Sell
286
-27
-9% -$535 ﹤0.01% 511
2023
Q3
$5.75K Sell
313
-397
-56% -$7.29K ﹤0.01% 508
2023
Q2
$14.3K Buy
+710
New +$14.3K 0.01% 529
2022
Q4
$24.5K Buy
+919
New +$24.5K 0.01% 404