First Trust Direct Indexing’s Healthpeak Properties DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-41,950
| Closed | -$959K | – | 250 |
|
|
2024
Q3 | $959K | Buy |
41,950
+446
| +1% | +$10.2K | 0.05% | 356 |
|
|
2024
Q2 | $813K | Buy |
41,504
+10,523
| +34% | +$206K | 0.05% | 368 |
|
|
2024
Q1 | $581K | Buy |
30,981
+6,378
| +26% | +$120K | 0.04% | 433 |
|
|
2023
Q4 | $487K | Buy |
+24,603
| New | +$487K | 0.04% | 446 |
|
|
2021
Q2 | – | Sell |
-6,373
| Closed | -$202K | – | 595 |
|
|
2021
Q1 | $202K | Sell |
6,373
-2,135
| -25% | -$67.7K | 0.05% | 375 |
|
|
2020
Q4 | $257K | Buy |
+8,508
| New | +$257K | 0.07% | 312 |
|