Diversified Trust’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 | – | Sell |
-11,709
| Closed | -$237K | – | 955 |
|
|
2025
Q1 | $237K | Sell |
11,709
-12,379
| -51% | -$250K | 0.01% | 798 |
|
|
2024
Q4 | $488K | Buy |
24,088
+14,027
| +139% | +$284K | 0.01% | 605 |
|
|
2024
Q3 | $230K | Sell |
10,061
-143
| -1% | -$3.27K | 0.01% | 808 |
|
|
2024
Q2 | $200K | Buy |
+10,204
| New | +$200K | 0.01% | 789 |
|