Orion Portfolio Solutions’s Healthpeak Properties DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $5.21M | Buy |
257,641
+11,596
| +5% | +$234K | 0.05% | 337 |
|
|
2024
Q4 | $4.99M | Sell |
246,045
-14,210
| -5% | -$288K | 0.05% | 328 |
|
|
2024
Q3 | $5.95M | Buy |
260,255
+26,539
| +11% | +$607K | 0.06% | 301 |
|
|
2024
Q2 | $4.58M | Buy |
233,716
+1,440
| +0.6% | +$28.2K | 0.05% | 335 |
|
|
2024
Q1 | $4.36M | Buy |
+232,276
| New | +$4.36M | 0.05% | 356 |
|
|
2023
Q4 | – | Sell |
-15,708
| Closed | -$288K | – | 1674 |
|
|
2023
Q3 | $288K | Buy |
15,708
+4,747
| +43% | +$87.2K | ﹤0.01% | 1401 |
|
|
2023
Q2 | $220K | Sell |
10,961
-186
| -2% | -$3.74K | ﹤0.01% | 1523 |
|
|
2023
Q1 | $245K | Buy |
+11,147
| New | +$245K | ﹤0.01% | 1422 |
|
|
2020
Q3 | – | Sell |
-398
| Closed | -$11K | – | 833 |
|
|
2020
Q2 | $11K | Sell |
398
-103
| -21% | -$2.85K | ﹤0.01% | 1158 |
|
|
2020
Q1 | $12K | Buy |
501
+227
| +83% | +$5.44K | ﹤0.01% | 995 |
|
|
2019
Q4 | $9K | Buy |
+274
| New | +$9K | ﹤0.01% | 1029 |
|