CVA Family Office’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 | $78.3K | Buy |
4,473
+981
| +28% | +$17.2K | 0.01% | 454 |
|
|
2025
Q1 | $70.6K | Buy |
3,492
+460
| +15% | +$9.3K | 0.01% | 450 |
|
|
2024
Q4 | $61.5K | Sell |
3,032
-375
| -11% | -$7.6K | 0.01% | 484 |
|
|
2024
Q3 | $77.9K | Sell |
3,407
-410
| -11% | -$9.38K | 0.01% | 423 |
|
|
2024
Q2 | $74.8K | Buy |
3,817
+588
| +18% | +$11.5K | 0.01% | 416 |
|
|
2024
Q1 | $60.5K | Buy |
3,229
+280
| +9% | +$5.25K | 0.01% | 454 |
|
|
2023
Q4 | $58.4K | Buy |
+2,949
| New | +$58.4K | 0.01% | 443 |
|
|
2023
Q3 | – | Sell |
-1,891
| Closed | -$38K | – | 420 |
|
|
2023
Q2 | $38K | Buy |
1,891
+1,240
| +190% | +$24.9K | 0.01% | 505 |
|
|
2023
Q1 | $14.3K | Sell |
651
-855
| -57% | -$18.8K | ﹤0.01% | 648 |
|
|
2022
Q4 | $37.8K | Buy |
1,506
+845
| +128% | +$21.2K | 0.01% | 462 |
|
|
2022
Q3 | $15K | Buy |
661
+86
| +15% | +$1.95K | ﹤0.01% | 575 |
|
|
2022
Q2 | $15K | Sell |
575
-460
| -44% | -$12K | ﹤0.01% | 585 |
|
|
2022
Q1 | $36K | Sell |
1,035
-1,736
| -63% | -$60.4K | 0.01% | 457 |
|
|
2021
Q4 | $100K | Buy |
2,771
+710
| +34% | +$25.6K | 0.02% | 250 |
|
|
2021
Q3 | $56K | Sell |
2,061
-650
| -24% | -$17.7K | 0.04% | 169 |
|
|
2021
Q2 | $90K | Buy |
2,711
+190
| +8% | +$6.31K | 0.03% | 255 |
|
|
2021
Q1 | $80K | Buy |
2,521
+460
| +22% | +$14.6K | 0.03% | 209 |
|
|
2020
Q4 | $62K | Hold |
2,061
| – | – | 0.04% | 168 |
|
|
2020
Q3 | $56K | Hold |
2,061
| – | – | 0.04% | 169 |
|
|
2020
Q2 | $57K | Buy |
2,061
+321
| +18% | +$8.88K | 0.05% | 153 |
|
|
2020
Q1 | $41K | Buy |
+1,740
| New | +$41K | 0.04% | 154 |
|