LRI Investments’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 | $78.5K | Buy |
4,481
+697
| +18% | +$12.2K | 0.01% | 476 |
|
|
2025
Q1 | $76.5K | Buy |
3,784
+149
| +4% | +$3.01K | 0.01% | 463 |
|
|
2024
Q4 | $73.7K | Buy |
3,635
+273
| +8% | +$5.53K | 0.01% | 468 |
|
|
2024
Q3 | $71.4K | Buy |
3,362
+973
| +41% | +$20.7K | 0.01% | 470 |
|
|
2024
Q2 | $46.8K | Buy |
2,389
+1,789
| +298% | +$35.1K | 0.01% | 482 |
|
|
2024
Q1 | $11.3K | Buy |
+600
| New | +$11.3K | ﹤0.01% | 482 |
|