AWS
Aspen Wealth Strategies’s Healthpeak Properties DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $262K | Buy |
14,973
+1,213
| +9% | +$21.2K | 0.16% | 72 |
|
|
2025
Q1 | $278K | Buy |
13,760
+430
| +3% | +$8.7K | 0.18% | 69 |
|
|
2024
Q4 | $270K | Sell |
13,330
-401
| -3% | -$8.13K | 0.17% | 66 |
|
|
2024
Q3 | $314K | Sell |
13,731
-492
| -3% | -$11.3K | 0.2% | 62 |
|
|
2024
Q2 | $301K | Buy |
14,223
+1,028
| +8% | +$21.7K | 0.21% | 59 |
|
|
2024
Q1 | $247K | Buy |
+13,195
| New | +$247K | 0.17% | 69 |
|