Great Valley Advisor Group’s Healthpeak Properties DOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-19,582
| Closed | -$394K | – | 685 |
|
|
2023
Q2 | $394K | Buy |
19,582
+3,879
| +25% | +$78.1K | 0.02% | 495 |
|
|
2023
Q1 | $345K | Sell |
15,703
-1,608
| -9% | -$35.3K | 0.02% | 506 |
|
|
2022
Q4 | $434K | Buy |
17,311
+754
| +5% | +$18.9K | 0.02% | 471 |
|
|
2022
Q3 | $380K | Buy |
16,557
+2,362
| +17% | +$54.2K | 0.02% | 481 |
|
|
2022
Q2 | $368K | Buy |
14,195
+2,064
| +17% | +$53.5K | 0.02% | 503 |
|
|
2022
Q1 | $417K | Buy |
12,131
+29
| +0.2% | +$997 | 0.02% | 419 |
|
|
2021
Q4 | $436K | Buy |
12,102
+401
| +3% | +$14.4K | 0.03% | 412 |
|
|
2021
Q3 | $392K | Buy |
11,701
+9
| +0.1% | +$302 | 0.03% | 415 |
|
|
2021
Q2 | $389K | Buy |
11,692
+241
| +2% | +$8.02K | 0.03% | 399 |
|
|
2021
Q1 | $364K | Buy |
11,451
+837
| +8% | +$26.6K | 0.04% | 365 |
|
|
2020
Q4 | $321K | Buy |
+10,614
| New | +$321K | 0.03% | 360 |
|