NewEdge Advisors’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 | $35.4K | Sell |
2,019
-10,392
| -84% | -$182K | ﹤0.01% | 2766 |
|
|
2025
Q1 | $251K | Sell |
12,411
-1,998
| -14% | -$40.4K | ﹤0.01% | 1997 |
|
|
2024
Q4 | $292K | Buy |
14,409
+1,371
| +11% | +$27.8K | ﹤0.01% | 1896 |
|
|
2024
Q3 | $298K | Buy |
13,038
+11,096
| +571% | +$254K | ﹤0.01% | 1802 |
|
|
2024
Q2 | $38.1K | Sell |
1,942
-1,716
| -47% | -$33.6K | ﹤0.01% | 2432 |
|
|
2024
Q1 | $68.6K | Buy |
3,658
+683
| +23% | +$12.8K | ﹤0.01% | 2191 |
|
|
2023
Q4 | $58.9K | Buy |
2,975
+1,683
| +130% | +$33.3K | ﹤0.01% | 2181 |
|
|
2023
Q3 | $23.7K | Sell |
1,292
-64
| -5% | -$1.18K | ﹤0.01% | 2339 |
|
|
2023
Q2 | $27.3K | Buy |
1,356
+938
| +224% | +$18.9K | ﹤0.01% | 2286 |
|
|
2023
Q1 | $9.19K | Sell |
418
-500
| -54% | -$11K | ﹤0.01% | 2595 |
|
|
2022
Q4 | $12.5K | Buy |
+918
| New | +$12.5K | ﹤0.01% | 2293 |
|
|
2022
Q1 | – | Sell |
-7,998
| Closed | -$289K | – | 1266 |
|
|
2021
Q4 | $289K | Buy |
+7,998
| New | +$289K | ﹤0.01% | 1346 |
|
|
2019
Q4 | – | Sell |
-39,096
| Closed | -$1.46M | – | 827 |
|
|
2019
Q3 | $1.46M | Buy |
+39,096
| New | +$1.46M | 0.06% | 277 |
|
|
2017
Q3 | – | Sell |
-391
| Closed | -$12.1K | – | 551 |
|
|
2017
Q2 | $12.1K | Buy |
+391
| New | +$12.1K | ﹤0.01% | 893 |
|
|
2016
Q4 | – | Sell |
-7,071
| Closed | -$245K | – | 265 |
|
|
2016
Q3 | $245K | Buy |
+7,071
| New | +$245K | 0.08% | 184 |
|