Verdence Capital 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 | $494K | Buy |
28,211
+1,176
| +4% | +$20.6K | 0.03% | 423 |
|
|
2025
Q1 | $547K | Buy |
27,035
+9,277
| +52% | +$188K | 0.04% | 357 |
|
|
2024
Q4 | $360K | Buy |
17,758
+1,854
| +12% | +$37.6K | 0.03% | 443 |
|
|
2024
Q3 | $364K | Sell |
15,904
-3,212
| -17% | -$73.5K | 0.03% | 460 |
|
|
2024
Q2 | $375K | Buy |
19,116
+373
| +2% | +$7.31K | 0.03% | 406 |
|
|
2024
Q1 | $351K | Buy |
+18,743
| New | +$351K | 0.03% | 424 |
|