Stiles Financial Services’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 |
-10,179
| Closed | -$206K | – | 176 |
|
|
2025
Q1 | $206K | Buy |
10,179
+58
| +0.6% | +$1.17K | 0.08% | 168 |
|
|
2024
Q4 | $205K | Sell |
10,121
-2,513
| -20% | -$50.9K | 0.07% | 179 |
|
|
2024
Q3 | $289K | Sell |
12,634
-1,387
| -10% | -$31.7K | 0.1% | 153 |
|
|
2024
Q2 | $275K | Sell |
14,021
-1,791
| -11% | -$35.1K | 0.11% | 154 |
|
|
2024
Q1 | $297K | Sell |
15,812
-2,547
| -14% | -$47.8K | 0.12% | 140 |
|
|
2023
Q4 | $364K | Sell |
18,359
-2,100
| -10% | -$41.6K | 0.17% | 122 |
|
|
2023
Q3 | $376K | Sell |
20,459
-647
| -3% | -$11.9K | 0.19% | 115 |
|
|
2023
Q2 | $424K | Sell |
21,106
-451
| -2% | -$9.07K | 0.21% | 113 |
|
|
2023
Q1 | $474K | Buy |
21,557
+159
| +0.7% | +$3.49K | 0.25% | 100 |
|
|
2022
Q4 | $536K | Sell |
21,398
-1,115
| -5% | -$28K | 0.31% | 90 |
|
|
2022
Q3 | $516K | Buy |
22,513
+205
| +0.9% | +$4.7K | 0.31% | 88 |
|
|
2022
Q2 | $578K | Sell |
22,308
-112
| -0.5% | -$2.9K | 0.35% | 80 |
|
|
2022
Q1 | $770K | Buy |
22,420
+523
| +2% | +$18K | 0.39% | 71 |
|
|
2021
Q4 | $790K | Buy |
+21,897
| New | +$790K | 0.38% | 77 |
|