James Investment Research’s Healthpeak Properties DOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-14,247
| Closed | -$267K | – | 330 |
|
|
2024
Q1 | $267K | Buy |
+14,247
| New | +$267K | 0.03% | 270 |
|
|
2019
Q4 | – | Sell |
-5,460
| Closed | -$195K | – | 523 |
|
|
2019
Q3 | $195K | Buy |
+5,460
| New | +$195K | 0.01% | 314 |
|
|
2016
Q4 | – | Sell |
-117
| Closed | -$4K | – | 562 |
|
|
2016
Q3 | $4K | Hold |
117
| – | – | ﹤0.01% | 510 |
|
|
2016
Q2 | $4K | Buy |
+117
| New | +$4K | ﹤0.01% | 470 |
|
|
2014
Q1 | – | Sell |
-78
| Closed | -$3K | – | 520 |
|
|
2013
Q4 | $3K | Buy |
+78
| New | +$3K | ﹤0.01% | 519 |
|