Summit Securities Group’s Healthpeak Properties DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.2K | Buy |
+468
| New | +$8.2K | ﹤0.01% | 785 |
|
|
2023
Q3 | – | Sell |
-714
| Closed | -$14K | – | 511 |
|
|
2023
Q2 | $14K | Sell |
714
-359
| -33% | -$7.04K | ﹤0.01% | 592 |
|
|
2023
Q1 | $24K | Buy |
1,073
+528
| +97% | +$11.8K | ﹤0.01% | 458 |
|
|
2022
Q4 | $14K | Buy |
+545
| New | +$14K | ﹤0.01% | 739 |
|
|
2022
Q3 | – | Sell |
-1,128
| Closed | -$29K | – | 758 |
|
|
2022
Q2 | $29K | Buy |
1,128
+886
| +366% | +$22.8K | ﹤0.01% | 496 |
|
|
2022
Q1 | $8K | Buy |
+242
| New | +$8K | ﹤0.01% | 636 |
|
|
2016
Q1 | – | Sell |
-6,588
| Closed | -$229K | – | 196 |
|
|
2015
Q4 | $229K | Buy |
+6,588
| New | +$229K | 0.07% | 180 |
|
|
2015
Q1 | – | Sell |
-439
| Closed | -$18K | – | 377 |
|
|
2014
Q4 | $18K | Sell |
439
-858
| -66% | -$35.2K | 0.01% | 356 |
|
|
2014
Q3 | $47K | Buy |
1,297
+528
| +69% | +$19.1K | 0.01% | 368 |
|
|
2014
Q2 | $29K | Buy |
+769
| New | +$29K | 0.01% | 330 |
|