Woodward Diversified Capital’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 | $189K | Buy |
+10,814
| New | +$189K | 0.1% | 168 |
|
|
2024
Q4 | – | Sell |
-11,761
| Closed | -$269K | – | 141 |
|
|
2024
Q3 | $269K | Buy |
11,761
+308
| +3% | +$7.04K | 0.17% | 133 |
|
|
2024
Q2 | $224K | Buy |
11,453
+201
| +2% | +$3.94K | 0.13% | 144 |
|
|
2024
Q1 | $211K | Buy |
11,252
+1,064
| +10% | +$20K | 0.13% | 144 |
|
|
2023
Q4 | $202K | Sell |
10,188
-1,979
| -16% | -$39.2K | 0.13% | 150 |
|
|
2023
Q3 | $223K | Buy |
12,167
+1,663
| +16% | +$30.5K | 0.16% | 134 |
|
|
2023
Q2 | $211K | Buy |
10,504
+114
| +1% | +$2.29K | 0.16% | 130 |
|
|
2023
Q1 | $228K | Buy |
10,390
+22
| +0.2% | +$483 | 0.18% | 123 |
|
|
2022
Q4 | $260K | Sell |
10,368
-516
| -5% | -$12.9K | 0.21% | 112 |
|
|
2022
Q3 | $249K | Sell |
10,884
-372
| -3% | -$8.51K | 0.21% | 105 |
|
|
2022
Q2 | $292K | Buy |
11,256
+457
| +4% | +$11.9K | 0.22% | 104 |
|
|
2022
Q1 | $371K | Buy |
+10,799
| New | +$371K | 0.24% | 102 |
|