CX Institutional’s Healthpeak Properties DOC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $119K | Buy |
6,820
+726
| +12% | +$12.7K | ﹤0.01% | 738 |
|
2025
Q1 | $123K | Buy |
+6,094
| New | +$123K | ﹤0.01% | 711 |
|
2022
Q3 | – | Sell |
-166
| Closed | -$4K | – | 628 |
|
2022
Q2 | $4K | Buy |
+166
| New | +$4K | ﹤0.01% | 1048 |
|
2021
Q4 | – | Sell |
-955
| Closed | -$32K | – | 471 |
|
2021
Q3 | $32K | Buy |
955
+50
| +6% | +$1.68K | ﹤0.01% | 658 |
|
2021
Q2 | $30K | Buy |
905
+153
| +20% | +$5.07K | ﹤0.01% | 660 |
|
2021
Q1 | $24K | Buy |
752
+117
| +18% | +$3.73K | ﹤0.01% | 634 |
|
2020
Q4 | $19K | Buy |
635
+318
| +100% | +$9.52K | ﹤0.01% | 617 |
|
2020
Q3 | $9K | Buy |
317
+252
| +388% | +$7.16K | ﹤0.01% | 681 |
|
2020
Q2 | $2K | Sell |
65
-74
| -53% | -$2.28K | ﹤0.01% | 743 |
|
2020
Q1 | $3K | Sell |
139
-3
| -2% | -$65 | ﹤0.01% | 607 |
|
2019
Q4 | $5K | Hold |
142
| – | – | ﹤0.01% | 540 |
|
2019
Q3 | $5K | Buy |
142
+10
| +8% | +$352 | ﹤0.01% | 571 |
|
2019
Q2 | $4K | Buy |
132
+21
| +19% | +$636 | ﹤0.01% | 640 |
|
2019
Q1 | $3K | Buy |
111
+92
| +484% | +$2.49K | ﹤0.01% | 621 |
|
2018
Q4 | $1K | Buy |
+19
| New | +$1K | ﹤0.01% | 482 |
|