Intrua Financial’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
$1.09M Buy
62,307
+2,888
+5% +$50.6K 0.15% 101
2025
Q1
$1.2M Buy
59,419
+3,304
+6% +$66.8K 0.17% 92
2024
Q4
$1.14M Sell
56,115
-3,262
-5% -$66.1K 0.17% 94
2024
Q3
$1.36M Sell
59,377
-3,530
-6% -$80.7K 0.2% 89
2024
Q2
$1.23M Sell
62,907
-461
-0.7% -$9.04K 0.18% 105
2024
Q1
$1.19M Buy
63,368
+38,798
+158% +$727K 0.17% 116
2023
Q4
$486K Buy
24,570
+13,881
+130% +$275K 0.07% 230
2023
Q3
$196K Sell
10,689
-1,149
-10% -$21.1K 0.03% 341
2023
Q2
$238K Buy
+11,838
New +$238K 0.04% 315