Legacy Capital Group California’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 | $351K | Sell |
20,045
-627
| -3% | -$11K | 0.1% | 238 |
|
|
2025
Q1 | $418K | Sell |
20,672
-3,905
| -16% | -$79K | 0.15% | 186 |
|
|
2024
Q4 | $498K | Buy |
24,577
+8,675
| +55% | +$176K | 0.15% | 179 |
|
|
2024
Q3 | $364K | Buy |
15,902
+2,866
| +22% | +$65.5K | 0.12% | 200 |
|
|
2024
Q2 | $256K | Buy |
13,036
+118
| +0.9% | +$2.31K | 0.09% | 258 |
|
|
2024
Q1 | $242K | Buy |
+12,918
| New | +$242K | 0.09% | 260 |
|