Key Financial Inc’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 | $10.6K | Buy |
+605
| New | +$10.6K | ﹤0.01% | 841 |
|
|
2024
Q1 | – | Sell |
-17
| Closed | -$343 | – | 1312 |
|
|
2023
Q4 | $343 | Hold |
17
| – | – | ﹤0.01% | 1256 |
|
|
2023
Q3 | $318 | Hold |
17
| – | – | ﹤0.01% | 1283 |
|
|
2023
Q2 | $349 | Hold |
17
| – | – | ﹤0.01% | 1321 |
|
|
2023
Q1 | $381 | Sell |
17
-34
| -67% | -$762 | ﹤0.01% | 1111 |
|
|
2022
Q4 | $1.17K | Hold |
51
| – | – | ﹤0.01% | 1015 |
|
|
2022
Q3 | $1K | Hold |
51
| – | – | ﹤0.01% | 1016 |
|
|
2022
Q2 | $1K | Hold |
51
| – | – | ﹤0.01% | 1002 |
|
|
2022
Q1 | $2K | Hold |
51
| – | – | ﹤0.01% | 917 |
|
|
2021
Q4 | $2K | Hold |
51
| – | – | ﹤0.01% | 815 |
|
|
2021
Q3 | $2K | Hold |
51
| – | – | ﹤0.01% | 796 |
|
|
2021
Q2 | $2K | Hold |
51
| – | – | ﹤0.01% | 765 |
|
|
2021
Q1 | $2K | Hold |
51
| – | – | ﹤0.01% | 677 |
|
|
2020
Q4 | $2K | Buy |
+51
| New | +$2K | ﹤0.01% | 638 |
|
|
2020
Q2 | – | Sell |
-51
| Closed | -$1K | – | 219 |
|
|
2020
Q1 | $1K | Buy |
+51
| New | +$1K | ﹤0.01% | 632 |
|