Creative Financial Designs’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 | $147K | Buy |
8,413
+4,415
| +110% | +$77.3K | 0.01% | 570 |
|
|
2025
Q1 | $80.8K | Hold |
3,998
| – | – | 0.01% | 676 |
|
|
2024
Q4 | $81K | Hold |
3,998
| – | – | 0.01% | 651 |
|
|
2024
Q3 | $91.4K | Hold |
3,998
| – | – | 0.01% | 617 |
|
|
2024
Q2 | $78.4K | Hold |
3,998
| – | – | 0.01% | 637 |
|
|
2024
Q1 | $75K | Sell |
3,998
-350
| -8% | -$6.56K | 0.01% | 628 |
|
|
2023
Q4 | $86.1K | Buy |
4,348
+350
| +9% | +$6.93K | 0.01% | 564 |
|
|
2023
Q3 | $73.4K | Buy |
3,998
+803
| +25% | +$14.7K | 0.01% | 546 |
|
|
2023
Q2 | $64.2K | Buy |
3,195
+1,921
| +151% | +$38.6K | 0.01% | 572 |
|
|
2023
Q1 | $28K | Buy |
+1,274
| New | +$28K | ﹤0.01% | 726 |
|
|
2017
Q4 | – | Sell |
-57
| Closed | -$2K | – | 716 |
|
|
2017
Q3 | $2K | Hold |
57
| – | – | ﹤0.01% | 621 |
|
|
2017
Q2 | $2K | Buy |
+57
| New | +$2K | ﹤0.01% | 625 |
|