Equitable Holdings’s Healthpeak Properties DOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-9,794
| Closed | -$224K | – | 1287 |
|
|
2024
Q3 | $224K | Buy |
+9,794
| New | +$224K | ﹤0.01% | 1148 |
|
|
2024
Q2 | – | Sell |
-12,203
| Closed | -$229K | – | 1221 |
|
|
2024
Q1 | $229K | Buy |
12,203
+409
| +3% | +$7.67K | ﹤0.01% | 1048 |
|
|
2023
Q4 | $234K | Sell |
11,794
-2,562
| -18% | -$50.7K | ﹤0.01% | 1016 |
|
|
2023
Q3 | $264K | Sell |
14,356
-1,662
| -10% | -$30.5K | ﹤0.01% | 909 |
|
|
2023
Q2 | $322K | Buy |
16,018
+173
| +1% | +$3.48K | ﹤0.01% | 823 |
|
|
2023
Q1 | $348K | Buy |
+15,845
| New | +$348K | 0.01% | 753 |
|