Newbridge Financial Services Group’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 | $17.9K | Sell |
1,022
-1,000
| -49% | -$17.5K | ﹤0.01% | 749 |
|
|
2025
Q1 | $40.9K | Hold |
2,022
| – | – | 0.01% | 409 |
|
|
2024
Q4 | $41K | Hold |
2,022
| – | – | 0.01% | 451 |
|
|
2024
Q3 | $46.2K | Buy |
+2,022
| New | +$46.2K | 0.02% | 258 |
|
|
2023
Q2 | – | Sell |
-1,012
| Closed | -$22.2K | – | 1374 |
|
|
2023
Q1 | $22.2K | Buy |
1,012
+12
| +1% | +$264 | 0.01% | 678 |
|
|
2022
Q4 | $25.1K | Buy |
+1,000
| New | +$25.1K | 0.01% | 648 |
|