Optimum Investment 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 | $18.6K | Hold |
1,061
| – | – | 0.01% | 446 |
|
|
2025
Q1 | $21.5K | Sell |
1,061
-630
| -37% | -$12.7K | 0.01% | 432 |
|
|
2024
Q4 | $34.3K | Sell |
1,691
-3,370
| -67% | -$68.3K | 0.02% | 377 |
|
|
2024
Q3 | $116K | Sell |
5,061
-337
| -6% | -$7.71K | 0.05% | 250 |
|
|
2024
Q2 | $106K | Sell |
5,398
-1,348
| -20% | -$26.4K | 0.05% | 259 |
|
|
2024
Q1 | $126K | Buy |
6,746
+6,116
| +971% | +$115K | 0.06% | 243 |
|
|
2023
Q4 | $12.5K | Hold |
630
| – | – | 0.01% | 495 |
|
|
2023
Q3 | $11.6K | Hold |
630
| – | – | 0.01% | 527 |
|
|
2023
Q2 | $12.7K | Hold |
630
| – | – | 0.01% | 529 |
|
|
2023
Q1 | $13.8K | Hold |
630
| – | – | 0.01% | 525 |
|
|
2022
Q4 | $15.8K | Hold |
630
| – | – | 0.01% | 520 |
|
|
2022
Q3 | $14K | Sell |
630
-1,500
| -70% | -$33.3K | 0.01% | 540 |
|
|
2022
Q2 | $55K | Hold |
2,130
| – | – | 0.03% | 380 |
|
|
2022
Q1 | $73K | Hold |
2,130
| – | – | 0.03% | 366 |
|
|
2021
Q4 | $77K | Hold |
2,130
| – | – | 0.03% | 386 |
|
|
2021
Q3 | $71K | Sell |
2,130
-5,400
| -72% | -$180K | 0.03% | 394 |
|
|
2021
Q2 | $251K | Hold |
7,530
| – | – | 0.08% | 223 |
|
|
2021
Q1 | $239K | Hold |
7,530
| – | – | 0.07% | 232 |
|
|
2020
Q4 | $228K | Hold |
7,530
| – | – | 0.07% | 229 |
|
|
2020
Q3 | $204K | Sell |
7,530
-312
| -4% | -$8.45K | 0.07% | 234 |
|
|
2020
Q2 | $216K | Hold |
7,842
| – | – | 0.08% | 228 |
|
|
2020
Q1 | $187K | Hold |
7,842
| – | – | 0.08% | 224 |
|
|
2019
Q4 | $270K | Hold |
7,842
| – | – | 0.08% | 231 |
|
|
2019
Q3 | $279K | Buy |
7,842
+6,342
| +423% | +$226K | 0.09% | 218 |
|
|
2019
Q2 | $48K | Hold |
1,500
| – | – | 0.02% | 513 |
|
|
2019
Q1 | $47K | Sell |
1,500
-1,500
| -50% | -$47K | 0.02% | 517 |
|
|
2018
Q4 | $84K | Hold |
3,000
| – | – | 0.03% | 377 |
|
|
2018
Q3 | $79K | Hold |
3,000
| – | – | 0.02% | 439 |
|
|
2018
Q2 | $77K | Hold |
3,000
| – | – | 0.02% | 443 |
|
|
2018
Q1 | $70K | Buy |
+3,000
| New | +$70K | 0.02% | 463 |
|
|
2015
Q1 | $65K | Sell |
1,647
-1,976
| -55% | -$78K | 0.02% | 450 |
|
|
2014
Q4 | $106K | Buy |
3,623
+1,976
| +120% | +$57.8K | 0.03% | 353 |
|
|
2014
Q3 | $65K | Hold |
1,647
| – | – | 0.02% | 419 |
|
|
2014
Q2 | $62K | Buy |
+1,647
| New | +$62K | 0.02% | 432 |
|