KFS
Keynote Financial Services’s Healthpeak Properties DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $260K | Hold |
14,864
| – | – | 0.18% | 127 |
|
|
2025
Q1 | $301K | Buy |
14,864
+3,600
| +32% | +$72.8K | 0.21% | 117 |
|
|
2024
Q4 | $228K | Buy |
11,264
+8
| +0.1% | +$162 | 0.18% | 127 |
|
|
2024
Q3 | $257K | Hold |
11,256
| – | – | 0.2% | 118 |
|
|
2024
Q2 | $221K | Hold |
11,256
| – | – | 0.18% | 124 |
|
|
2024
Q1 | $211K | Buy |
+11,256
| New | +$211K | 0.18% | 128 |
|