Crewe Advisors’s Healthpeak Properties DOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-750
| Closed | -$17.2K | – | 684 |
|
|
2024
Q3 | $17.2K | Hold |
750
| – | – | ﹤0.01% | 421 |
|
|
2024
Q2 | $14.7K | Hold |
750
| – | – | ﹤0.01% | 608 |
|
|
2024
Q1 | $14.1K | Buy |
+750
| New | +$14.1K | ﹤0.01% | 562 |
|
|
2023
Q1 | – | Sell |
-738
| Closed | -$18.5K | – | 872 |
|
|
2022
Q4 | $18.5K | Buy |
738
+98
| +15% | +$2.46K | ﹤0.01% | 436 |
|
|
2022
Q3 | $15K | Buy |
640
+76
| +13% | +$1.78K | ﹤0.01% | 545 |
|
|
2022
Q2 | $15K | Buy |
+564
| New | +$15K | ﹤0.01% | 489 |
|