Freestone Capital Holdings’s Healthpeak Properties DOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-12,867
| Closed | -$442K | – | 475 |
|
|
2022
Q1 | $442K | Sell |
12,867
-475
| -4% | -$16.3K | 0.02% | 378 |
|
|
2021
Q4 | $481K | Buy |
13,342
+2,723
| +26% | +$98.2K | 0.02% | 324 |
|
|
2021
Q3 | $356K | Buy |
10,619
+2,037
| +24% | +$68.3K | 0.02% | 323 |
|
|
2021
Q2 | $286K | Buy |
8,582
+800
| +10% | +$26.7K | 0.01% | 353 |
|
|
2021
Q1 | $247K | Buy |
7,782
+1,558
| +25% | +$49.5K | 0.01% | 351 |
|
|
2020
Q4 | $188K | Buy |
6,224
+976
| +19% | +$29.5K | 0.01% | 355 |
|
|
2020
Q3 | $142K | Buy |
+5,248
| New | +$142K | 0.01% | 361 |
|
|
2013
Q4 | – | Sell |
-21,301
| Closed | -$862K | – | 301 |
|
|
2013
Q3 | $862K | Buy |
+21,301
| New | +$862K | 0.15% | 138 |
|