Valeo Financial 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 | $281K | Sell |
16,037
-3,895
| -20% | -$68.2K | 0.01% | 599 |
|
|
2025
Q1 | $403K | Sell |
19,932
-555
| -3% | -$11.2K | 0.01% | 461 |
|
|
2024
Q4 | $415K | Sell |
20,487
-93
| -0.5% | -$1.89K | 0.01% | 444 |
|
|
2024
Q3 | $471K | Buy |
20,580
+1,686
| +9% | +$38.6K | 0.01% | 417 |
|
|
2024
Q2 | $370K | Buy |
18,894
+4,434
| +31% | +$86.9K | 0.01% | 462 |
|
|
2024
Q1 | $269K | Buy |
+14,460
| New | +$269K | 0.01% | 543 |
|
|
2021
Q2 | – | Sell |
-210
| Closed | -$7K | – | 768 |
|
|
2021
Q1 | $7K | Buy |
210
+10
| +5% | +$333 | ﹤0.01% | 1358 |
|
|
2020
Q4 | $6K | Hold |
200
| – | – | ﹤0.01% | 1293 |
|
|
2020
Q3 | $5K | Sell |
200
-208
| -51% | -$5.2K | ﹤0.01% | 1199 |
|
|
2020
Q2 | $11K | Buy |
+408
| New | +$11K | ﹤0.01% | 1180 |
|
|
2019
Q4 | – | Sell |
-100
| Closed | -$4K | – | 1635 |
|
|
2019
Q3 | $4K | Hold |
100
| – | – | ﹤0.01% | 1223 |
|
|
2019
Q2 | $3K | Hold |
100
| – | – | ﹤0.01% | 1319 |
|
|
2019
Q1 | $3K | Hold |
100
| – | – | ﹤0.01% | 1272 |
|
|
2018
Q4 | $3K | Hold |
100
| – | – | ﹤0.01% | 1189 |
|
|
2018
Q3 | $3K | Hold |
100
| – | – | ﹤0.01% | 1326 |
|
|
2018
Q2 | $3K | Hold |
100
| – | – | ﹤0.01% | 1240 |
|
|
2018
Q1 | $2K | Hold |
100
| – | – | ﹤0.01% | 1317 |
|
|
2017
Q4 | $3K | Hold |
100
| – | – | ﹤0.01% | 1103 |
|
|
2017
Q3 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 942 |
|