Kestra 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 | $1.61M | Sell |
92,162
-2,271
| -2% | -$39.8K | 0.01% | 1191 |
|
|
2025
Q1 | $1.91M | Sell |
94,433
-1,499
| -2% | -$30.3K | 0.01% | 1009 |
|
|
2024
Q4 | $1.94M | Buy |
95,932
+86,573
| +925% | +$1.75M | 0.01% | 1017 |
|
|
2024
Q3 | $214K | Sell |
9,359
-30,456
| -76% | -$697K | ﹤0.01% | 2322 |
|
|
2024
Q2 | $780K | Buy |
39,815
+6,083
| +18% | +$119K | ﹤0.01% | 1475 |
|
|
2024
Q1 | $632K | Buy |
33,732
+32,622
| +2,939% | +$612K | ﹤0.01% | 1510 |
|
|
2023
Q4 | $462K | Buy |
+1,110
| New | +$462K | ﹤0.01% | 1575 |
|