Financial Perspectives’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 | $12K | Hold |
688
| – | – | ﹤0.01% | 487 |
|
|
2025
Q1 | $13.9K | Buy |
688
+10
| +1% | +$202 | ﹤0.01% | 460 |
|
|
2024
Q4 | $13.7K | Buy |
678
+10
| +1% | +$203 | ﹤0.01% | 466 |
|
|
2024
Q3 | $15.3K | Buy |
668
+9
| +1% | +$206 | 0.01% | 426 |
|
|
2024
Q2 | $12.9K | Buy |
659
+10
| +2% | +$196 | ﹤0.01% | 433 |
|
|
2024
Q1 | $12.2K | Sell |
649
-1,274
| -66% | -$23.9K | ﹤0.01% | 438 |
|
|
2023
Q4 | $38.1K | Buy |
1,923
+33
| +2% | +$654 | 0.02% | 298 |
|
|
2023
Q3 | $34.7K | Buy |
1,890
+28
| +2% | +$514 | 0.02% | 291 |
|
|
2023
Q2 | $37.4K | Buy |
1,862
+27
| +1% | +$543 | 0.02% | 287 |
|
|
2023
Q1 | $40.3K | Buy |
1,835
+21
| +1% | +$461 | 0.02% | 276 |
|
|
2022
Q4 | $45.5K | Buy |
1,814
+22
| +1% | +$551 | 0.02% | 260 |
|
|
2022
Q3 | $41.1K | Buy |
1,792
+19
| +1% | +$435 | 0.02% | 260 |
|
|
2022
Q2 | $45.9K | Buy |
1,773
+17
| +1% | +$441 | 0.03% | 243 |
|
|
2022
Q1 | $60.3K | Buy |
1,756
+17
| +1% | +$584 | 0.03% | 238 |
|
|
2021
Q4 | $62.8K | Buy |
1,739
+15
| +0.9% | +$542 | 0.03% | 225 |
|
|
2021
Q3 | $57.7K | Sell |
1,724
-33
| -2% | -$1.11K | 0.03% | 225 |
|
|
2021
Q2 | $58.5K | Sell |
1,757
-52,023
| -97% | -$1.73M | 0.03% | 240 |
|
|
2021
Q1 | $1.69M | Buy |
53,780
+52,103
| +3,107% | +$1.64M | 0.08% | 155 |
|
|
2020
Q4 | $50.7K | Buy |
1,677
+20
| +1% | +$605 | 0.03% | 228 |
|
|
2020
Q3 | $45K | Buy |
1,657
+22
| +1% | +$597 | 0.03% | 207 |
|
|
2020
Q2 | $45.1K | Buy |
1,635
+27
| +2% | +$744 | 0.03% | 196 |
|
|
2020
Q1 | $38.3K | Buy |
1,608
+17
| +1% | +$405 | 0.03% | 182 |
|
|
2019
Q4 | $54.9K | Buy |
+1,591
| New | +$54.9K | 0.04% | 169 |
|