Deseret Mutual Benefit Administrators’s Healthpeak Properties DOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-374
| Closed | -$7.41K | – | 485 |
|
|
2023
Q4 | $7.41K | Sell |
374
-210
| -36% | -$4.16K | ﹤0.01% | 470 |
|
|
2023
Q3 | $10.7K | Sell |
584
-313
| -35% | -$5.75K | 0.01% | 469 |
|
|
2023
Q2 | $18K | Hold |
897
| – | – | 0.01% | 450 |
|
|
2023
Q1 | $19.7K | Hold |
897
| – | – | 0.01% | 441 |
|
|
2022
Q4 | $22.5K | Sell |
897
-772
| -46% | -$19.4K | 0.01% | 428 |
|
|
2022
Q3 | $38K | Sell |
1,669
-328
| -16% | -$7.47K | 0.01% | 431 |
|
|
2022
Q2 | $52K | Hold |
1,997
| – | – | 0.01% | 418 |
|
|
2022
Q1 | $69K | Sell |
1,997
-247
| -11% | -$8.53K | 0.01% | 407 |
|
|
2021
Q4 | $81K | Hold |
2,244
| – | – | 0.01% | 403 |
|
|
2021
Q3 | $75K | Sell |
2,244
-672
| -23% | -$22.5K | 0.01% | 401 |
|
|
2021
Q2 | $97K | Buy |
+2,916
| New | +$97K | 0.02% | 383 |
|