Arkadios Wealth Advisors’s Healthpeak Properties DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $832K | Buy |
47,497
+1,396
| +3% | +$24.4K | 0.02% | 628 |
|
|
2025
Q1 | $932K | Buy |
+46,101
| New | +$932K | 0.04% | 483 |
|
|
2022
Q1 | – | Sell |
-18,098
| Closed | -$653K | – | 572 |
|
|
2021
Q4 | $653K | Sell |
18,098
-2,622
| -13% | -$94.6K | 0.09% | 266 |
|
|
2021
Q3 | $693K | Sell |
20,720
-4,291
| -17% | -$144K | 0.1% | 233 |
|
|
2021
Q2 | $832K | Sell |
25,011
-12,432
| -33% | -$414K | 0.1% | 233 |
|
|
2021
Q1 | $1.19M | Buy |
37,443
+36,687
| +4,853% | +$1.16M | 0.2% | 131 |
|
|
2020
Q4 | $22K | Sell |
756
-747
| -50% | -$21.7K | ﹤0.01% | 727 |
|
|
2020
Q3 | $40.6K | Buy |
1,503
+319
| +27% | +$8.62K | 0.02% | 448 |
|
|
2020
Q2 | $31K | Buy |
1,184
+969
| +451% | +$25.4K | 0.02% | 462 |
|
|
2020
Q1 | $5.13K | Hold |
215
| – | – | ﹤0.01% | 778 |
|
|
2019
Q4 | $8.02K | Buy |
+215
| New | +$8.02K | ﹤0.01% | 627 |
|