PSI Advisors’s Healthpeak Properties DOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-135
| Closed | -$2.73K | – | 242 |
|
|
2025
Q1 | $2.73K | Hold |
135
| – | – | ﹤0.01% | 569 |
|
|
2024
Q4 | $2.74K | Sell |
135
-35
| -21% | -$758 | ﹤0.01% | 694 |
|
|
2024
Q3 | $3.89K | Hold |
170
| – | – | ﹤0.01% | 691 |
|
|
2024
Q2 | $3.33K | Hold |
170
| – | – | ﹤0.01% | 680 |
|
|
2024
Q1 | $3.19K | Sell |
170
-500
| -75% | -$9.09K | ﹤0.01% | 635 |
|
|
2023
Q4 | $13.3K | Hold |
670
| – | – | 0.01% | 472 |
|
|
2023
Q3 | $12.3K | Sell |
670
-56
| -8% | -$1.15K | 0.01% | 464 |
|
|
2023
Q2 | $14.6K | Buy |
726
+56
| +8% | +$1.16K | 0.01% | 437 |
|
|
2023
Q1 | $14.7K | Hold |
670
| – | – | 0.01% | 383 |
|
|
2022
Q4 | $16.8K | Sell |
670
-5,316
| -89% | -$129K | 0.01% | 353 |
|
|
2022
Q3 | $137K | Sell |
5,986
-1,262
| -17% | -$33.3K | 0.07% | 139 |
|
|
2022
Q2 | $188K | Sell |
7,248
-1,719
| -19% | -$52.1K | 0.09% | 126 |
|
|
2022
Q1 | $308K | Sell |
8,967
-115
| -1% | -$3.87K | 0.13% | 114 |
|
|
2021
Q4 | $328K | Sell |
9,082
-1,080
| -11% | -$37.2K | 0.13% | 113 |
|
|
2021
Q3 | $340K | Buy |
10,162
+483
| +5% | +$17.1K | 0.16% | 106 |
|
|
2021
Q2 | $322K | Sell |
9,679
-1,005
| -9% | -$33.7K | 0.17% | 106 |
|
|
2021
Q1 | $339K | Sell |
10,684
-167
| -2% | -$5.07K | 0.2% | 93 |
|
|
2020
Q4 | $328K | Buy |
10,851
+107
| +1% | +$3.11K | 0.23% | 86 |
|
|
2020
Q3 | $291K | Sell |
10,744
-1,350
| -11% | -$37K | 0.22% | 86 |
|
|
2020
Q2 | $333K | Sell |
12,094
-538
| -4% | -$13.7K | 0.27% | 75 |
|
|
2020
Q1 | $301K | Sell |
12,632
-259
| -2% | -$8.44K | 0.28% | 75 |
|
|
2019
Q4 | $444K | Buy |
+12,891
| New | +$451K | 0.29% | 74 |
|
Other funds holding DOC
CIM
