MainStreet Investment Advisors’s Healthpeak Properties DOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-10,868
| Closed | -$200K | – | 176 |
|
|
2023
Q3 | $200K | Sell |
10,868
-559
| -5% | -$10.3K | 0.02% | 178 |
|
|
2023
Q2 | $230K | Sell |
11,427
-64,309
| -85% | -$1.29M | 0.02% | 172 |
|
|
2023
Q1 | $1.66M | Buy |
75,736
+6,067
| +9% | +$133K | 0.18% | 85 |
|
|
2022
Q4 | $1.75M | Buy |
69,669
+17,228
| +33% | +$432K | 0.2% | 83 |
|
|
2022
Q3 | $1.2M | Buy |
52,441
+4
| +0% | +$92 | 0.15% | 91 |
|
|
2022
Q2 | $1.36M | Buy |
52,437
+17,765
| +51% | +$460K | 0.16% | 89 |
|
|
2022
Q1 | $1.19M | Buy |
34,672
+21,844
| +170% | +$750K | 0.11% | 95 |
|
|
2021
Q4 | $463K | Buy |
+12,828
| New | +$463K | 0.04% | 147 |
|