Envestnet Portfolio Solutions’s Healthpeak Properties DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $725K | Sell |
41,398
-8,000
| -16% | -$140K | ﹤0.01% | 932 |
|
|
2025
Q1 | $999K | Buy |
49,398
+6,869
| +16% | +$139K | ﹤0.01% | 795 |
|
|
2024
Q4 | $862K | Buy |
42,529
+2,140
| +5% | +$43.4K | ﹤0.01% | 998 |
|
|
2024
Q3 | $924K | Sell |
40,389
-4,112
| -9% | -$94K | ﹤0.01% | 932 |
|
|
2024
Q2 | $872K | Buy |
44,501
+648
| +1% | +$12.7K | ﹤0.01% | 903 |
|
|
2024
Q1 | $822K | Buy |
43,853
+9,050
| +26% | +$170K | ﹤0.01% | 914 |
|
|
2023
Q4 | $689K | Buy |
34,803
+3,445
| +11% | +$68.2K | ﹤0.01% | 919 |
|
|
2023
Q3 | $576K | Buy |
+31,358
| New | +$576K | ﹤0.01% | 926 |
|