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 |
|