Disciplined Investments’s Healthpeak Properties DOC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-1,450
| Closed | -$29.1K | – | 496 |
|
2023
Q2 | $29.1K | Hold |
1,450
| – | – | 0.02% | 251 |
|
2023
Q1 | $31.9K | Hold |
1,450
| – | – | 0.01% | 260 |
|
2022
Q4 | $36.4K | Hold |
1,450
| – | – | 0.02% | 233 |
|
2022
Q3 | $33K | Hold |
1,450
| – | – | 0.02% | 257 |
|
2022
Q2 | $38K | Hold |
1,450
| – | – | 0.02% | 246 |
|
2022
Q1 | $50K | Hold |
1,450
| – | – | 0.02% | 220 |
|
2021
Q4 | $52K | Hold |
1,450
| – | – | 0.02% | 202 |
|
2021
Q3 | $49K | Hold |
1,450
| – | – | 0.02% | 201 |
|
2021
Q2 | $48K | Buy |
+1,450
| New | +$48K | 0.02% | 202 |
|