Westside Investment Management’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 | $5.65K | Buy |
+316
| New | +$5.65K | ﹤0.01% | 1135 |
|
|
2021
Q1 | – | Sell |
-1,000
| Closed | -$30 | – | 722 |
|
|
2020
Q4 | $30 | Hold |
1,000
| – | – | ﹤0.01% | 385 |
|
|
2020
Q3 | $27 | Hold |
1,000
| – | – | ﹤0.01% | 392 |
|
|
2020
Q2 | $27 | Hold |
1,000
| – | – | ﹤0.01% | 370 |
|
|
2020
Q1 | $23 | Buy |
+1,000
| New | +$23 | ﹤0.01% | 383 |
|
|
2019
Q2 | $31 | Buy |
+1,000
| New | +$31 | ﹤0.01% | 362 |
|
|
2018
Q4 | $27.9K | Hold |
1,000
| – | – | 0.01% | 351 |
|
|
2018
Q3 | $25.8K | Hold |
1,000
| – | – | 0.01% | 319 |
|
|
2018
Q2 | $25.6K | Hold |
1,000
| – | – | 0.01% | 368 |
|
|
2018
Q1 | $23.2K | Hold |
1,000
| – | – | 0.01% | 365 |
|
|
2017
Q4 | $25K | Hold |
1,000
| – | – | 0.01% | 364 |
|
|
2017
Q3 | $26.8K | Hold |
1,000
| – | – | 0.02% | 346 |
|
|
2017
Q2 | $30.9K | Hold |
1,000
| – | – | 0.02% | 322 |
|
|
2017
Q1 | $31.1K | Hold |
1,000
| – | – | 0.01% | 295 |
|
|
2016
Q4 | $30.4K | Buy |
+1,000
| New | +$30.4K | 0.02% | 230 |
|