NovaPoint Capital’s Healthpeak Properties DOC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-8,198
Closed -$281K 130
2022
Q1
$281K Sell
8,198
-898
-10% -$30.8K 0.1% 112
2021
Q4
$328K Buy
9,096
+448
+5% +$16.2K 0.12% 101
2021
Q3
$290K Buy
8,648
+483
+6% +$16.2K 0.12% 103
2021
Q2
$272K Sell
8,165
-330
-4% -$11K 0.11% 102
2021
Q1
$270K Buy
8,495
+37
+0.4% +$1.18K 0.13% 96
2020
Q4
$256K Sell
8,458
-292
-3% -$8.84K 0.13% 96
2020
Q3
$238K Sell
8,750
-743
-8% -$20.2K 0.15% 90
2020
Q2
$262K Sell
9,493
-544
-5% -$15K 0.2% 74
2020
Q1
$239K Buy
10,037
+738
+8% +$17.6K 0.22% 74
2019
Q4
$321K Buy
+9,299
New +$321K 0.25% 82