Insigneo Advisory Services’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 | $391K | Buy |
22,326
+1,420
| +7% | +$24.9K | 0.03% | 393 |
|
|
2025
Q1 | $423K | Buy |
20,906
+5,451
| +35% | +$110K | 0.04% | 341 |
|
|
2024
Q4 | $313K | Buy |
15,455
+1,339
| +9% | +$27.1K | 0.03% | 408 |
|
|
2024
Q3 | $323K | Sell |
14,116
-225
| -2% | -$5.15K | 0.03% | 429 |
|
|
2024
Q2 | $297K | Sell |
14,341
-4,944
| -26% | -$103K | 0.03% | 413 |
|
|
2024
Q1 | $362K | Buy |
+19,285
| New | +$362K | 0.04% | 338 |
|