Prime Capital 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 | – | Sell |
-13,350
| Closed | -$270K | – | 973 |
|
|
2025
Q1 | $270K | Buy |
13,350
+2,589
| +24% | +$52.4K | ﹤0.01% | 873 |
|
|
2024
Q4 | $218K | Buy |
10,761
+47
| +0.4% | +$953 | ﹤0.01% | 830 |
|
|
2024
Q3 | $245K | Buy |
10,714
+258
| +2% | +$5.9K | ﹤0.01% | 796 |
|
|
2024
Q2 | $205K | Buy |
+10,456
| New | +$205K | ﹤0.01% | 849 |
|
|
2019
Q3 | – | Sell |
-1,596
| Closed | -$51K | – | 610 |
|
|
2019
Q2 | $51K | Buy |
+1,596
| New | +$51K | 0.01% | 242 |
|
|
2019
Q1 | – | Sell |
-1,320
| Closed | -$37K | – | 339 |
|
|
2018
Q4 | $37K | Buy |
+1,320
| New | +$37K | 0.01% | 181 |
|