Arkadios Wealth Advisors’s Healthpeak Properties DOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.06M | Buy |
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|
2025
Q2 | $832K | Buy |
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|
2025
Q1 | $932K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $653K | Sell |
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|
2021
Q3 | $693K | Sell |
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|
2021
Q2 | $832K | Sell |
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|
2021
Q1 | $1.19M | Buy |
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|
2020
Q4 | $22K | Sell |
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|
2020
Q3 | $40.6K | Buy |
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|
2020
Q2 | $31K | Buy |
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|
2020
Q1 | $5.13K | Hold |
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|
2019
Q4 | $8.02K | Buy |
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