Moors & Cabot’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 | $446K | Sell |
25,478
-2,792
| -10% | -$48.9K | 0.02% | 530 |
|
2025
Q1 | $572K | Buy |
28,270
+1,177
| +4% | +$23.8K | 0.03% | 448 |
|
2024
Q4 | $549K | Buy |
27,093
+2,101
| +8% | +$42.6K | 0.03% | 479 |
|
2024
Q3 | $572K | Buy |
24,992
+9,979
| +66% | +$228K | 0.03% | 462 |
|
2024
Q2 | $294K | Buy |
+15,013
| New | +$294K | 0.02% | 627 |
|
2022
Q4 | – | Sell |
-12,431
| Closed | -$285K | – | 847 |
|
2022
Q3 | $285K | Buy |
+12,431
| New | +$285K | 0.02% | 576 |
|
2022
Q2 | – | Sell |
-6,198
| Closed | -$213K | – | 814 |
|
2022
Q1 | $213K | Sell |
6,198
-115
| -2% | -$3.95K | 0.01% | 754 |
|
2021
Q4 | $228K | Buy |
6,313
+1
| +0% | +$36 | 0.01% | 736 |
|
2021
Q3 | $211K | Buy |
6,312
+117
| +2% | +$3.91K | 0.01% | 738 |
|
2021
Q2 | $206K | Sell |
6,195
-722
| -10% | -$24K | 0.01% | 721 |
|
2021
Q1 | $220K | Buy |
+6,917
| New | +$220K | 0.02% | 652 |
|
2020
Q1 | – | Sell |
-7,975
| Closed | -$275K | – | 611 |
|
2019
Q4 | $275K | Sell |
7,975
-530
| -6% | -$18.3K | 0.03% | 482 |
|
2019
Q3 | $303K | Hold |
8,505
| – | – | 0.03% | 441 |
|
2019
Q2 | $272K | Buy |
+8,505
| New | +$272K | 0.03% | 435 |
|
2016
Q1 | – | Sell |
-5,900
| Closed | -$207K | – | 526 |
|
2015
Q4 | $207K | Sell |
5,900
-52
| -0.9% | -$1.82K | 0.04% | 438 |
|
2015
Q3 | $201K | Buy |
+5,952
| New | +$201K | 0.04% | 448 |
|
2014
Q4 | – | Sell |
-7,069
| Closed | -$257K | – | 510 |
|
2014
Q3 | $257K | Buy |
+7,069
| New | +$257K | 0.04% | 414 |
|