Venture Visionary Partners’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 | $258K | Buy |
+14,752
| New | +$258K | 0.01% | 500 |
|
|
2024
Q3 | – | Sell |
-14,708
| Closed | -$288K | – | 549 |
|
|
2024
Q2 | $288K | Buy |
14,708
+99
| +0.7% | +$1.94K | 0.01% | 460 |
|
|
2024
Q1 | $274K | Buy |
+14,609
| New | +$274K | 0.01% | 463 |
|
|
2022
Q3 | – | Sell |
-1,671
| Closed | -$43.3K | – | 745 |
|
|
2022
Q2 | $43.3K | Buy |
+1,671
| New | +$43.3K | ﹤0.01% | 835 |
|
|
2021
Q2 | – | Sell |
-16,852
| Closed | -$534K | – | 503 |
|
|
2021
Q1 | $534K | Buy |
16,852
+181
| +1% | +$5.74K | 0.04% | 292 |
|
|
2020
Q4 | $503K | Buy |
16,671
+1,471
| +10% | +$44.4K | 0.06% | 234 |
|
|
2020
Q3 | $412K | Buy |
15,200
+200
| +1% | +$5.42K | 0.1% | 122 |
|
|
2020
Q2 | $413K | Hold |
15,000
| – | – | 0.12% | 106 |
|
|
2020
Q1 | $357K | Hold |
15,000
| – | – | 0.13% | 98 |
|
|
2019
Q4 | $517K | Buy |
+15,000
| New | +$517K | 0.16% | 89 |
|