AWM
AE Wealth Management’s Healthpeak Properties DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-12,202
| Closed | -$247K | – | 2174 |
|
|
2025
Q1 | $247K | Buy |
12,202
+775
| +7% | +$15.7K | ﹤0.01% | 1181 |
|
|
2024
Q4 | $232K | Sell |
11,427
-89
| -0.8% | -$1.8K | ﹤0.01% | 1212 |
|
|
2024
Q3 | $263K | Buy |
11,516
+480
| +4% | +$11K | ﹤0.01% | 1076 |
|
|
2024
Q2 | $216K | Buy |
+11,036
| New | +$216K | ﹤0.01% | 1139 |
|
|
2024
Q1 | – | Sell |
-51,649
| Closed | -$1M | – | 1353 |
|
|
2023
Q4 | $1M | Buy |
51,649
+25,695
| +99% | +$499K | 0.01% | 1153 |
|
|
2023
Q3 | $477K | Sell |
25,954
-9,630
| -27% | -$177K | ﹤0.01% | 1409 |
|
|
2023
Q2 | $715K | Buy |
+35,584
| New | +$715K | ﹤0.01% | 1222 |
|
|
2023
Q1 | – | Sell |
-8,427
| Closed | -$211K | – | 1903 |
|
|
2022
Q4 | $211K | Buy |
+8,427
| New | +$211K | ﹤0.01% | 1653 |
|
|
2022
Q3 | – | Sell |
-8,042
| Closed | -$208K | – | 1774 |
|
|
2022
Q2 | $208K | Buy |
8,042
+181
| +2% | +$4.68K | ﹤0.01% | 1577 |
|
|
2022
Q1 | $270K | Buy |
7,861
+531
| +7% | +$18.2K | ﹤0.01% | 1463 |
|
|
2021
Q4 | $265K | Sell |
7,330
-2,105
| -22% | -$76.1K | ﹤0.01% | 1495 |
|
|
2021
Q3 | $316K | Sell |
9,435
-1,012
| -10% | -$33.9K | ﹤0.01% | 1341 |
|
|
2021
Q2 | $348K | Sell |
10,447
-236
| -2% | -$7.86K | ﹤0.01% | 1280 |
|
|
2021
Q1 | $339K | Buy |
10,683
+1,012
| +10% | +$32.1K | ﹤0.01% | 1205 |
|
|
2020
Q4 | $292K | Sell |
9,671
-167
| -2% | -$5.04K | ﹤0.01% | 1151 |
|
|
2020
Q3 | $267K | Buy |
9,838
+1,687
| +21% | +$45.8K | ﹤0.01% | 1075 |
|
|
2020
Q2 | $225K | Buy |
+8,151
| New | +$225K | ﹤0.01% | 1113 |
|
|
2020
Q1 | – | Sell |
-8,343
| Closed | -$288K | – | 1132 |
|
|
2019
Q4 | $288K | Buy |
8,343
+2,022
| +32% | +$69.8K | 0.01% | 916 |
|
|
2019
Q3 | $225K | Buy |
+6,321
| New | +$225K | 0.01% | 890 |
|