Oak Thistle LLC’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 | – | Sell |
-68,906
| Closed | -$1.39M | – | 492 |
|
|
2025
Q1 | $1.39M | Buy |
+68,906
| New | +$1.39M | 0.28% | 123 |
|
|
2024
Q1 | – | Sell |
-26,259
| Closed | -$520K | – | 350 |
|
|
2023
Q4 | $520K | Sell |
26,259
-27,654
| -51% | -$548K | 0.15% | 279 |
|
|
2023
Q3 | $990K | Sell |
53,913
-29,898
| -36% | -$549K | 0.29% | 122 |
|
|
2023
Q2 | $1.68M | Buy |
83,811
+74,355
| +786% | +$1.49M | 0.89% | 4 |
|
|
2023
Q1 | $208K | Buy |
+9,456
| New | +$208K | 0.12% | 337 |
|