Custom Index Systems’s Healthpeak Properties DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $347K | Buy |
19,832
+3,786
| +24% | +$66.3K | 0.17% | 174 |
|
|
2025
Q1 | $324K | Buy |
+16,046
| New | +$324K | 0.16% | 193 |
|
|
2024
Q3 | – | Sell |
-12,218
| Closed | -$239K | – | 251 |
|
|
2024
Q2 | $239K | Sell |
12,218
-119
| -1% | -$2.33K | 0.14% | 209 |
|
|
2024
Q1 | $231K | Buy |
+12,337
| New | +$231K | 0.13% | 221 |
|