AWM
Accurate Wealth Management’s Healthpeak Properties DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $198K | Sell |
10,687
-3,812
| -26% | -$70.7K | 0.03% | 434 |
|
|
2025
Q1 | $263K | Buy |
14,499
+2,210
| +18% | +$40.1K | 0.05% | 318 |
|
|
2024
Q4 | $242K | Buy |
12,289
+1,370
| +13% | +$26.9K | 0.05% | 330 |
|
|
2024
Q3 | $244K | Buy |
10,919
+122
| +1% | +$2.72K | 0.05% | 324 |
|
|
2024
Q2 | $223K | Buy |
+10,797
| New | +$223K | 0.05% | 299 |
|
|
2023
Q1 | – | Sell |
-4,991
| Closed | -$131K | – | 550 |
|
|
2022
Q4 | $131K | Buy |
+4,991
| New | +$131K | 0.05% | 266 |
|