Atria Wealth Solutions’s Healthpeak Properties DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-68,190
| Closed | -$1.38M | – | 1560 |
|
|
2025
Q1 | $1.38M | Buy |
68,190
+901
| +1% | +$18.2K | 0.02% | 760 |
|
|
2024
Q4 | $1.36M | Buy |
67,289
+4,162
| +7% | +$84.4K | 0.01% | 799 |
|
|
2024
Q3 | $1.44M | Buy |
63,127
+13,418
| +27% | +$307K | 0.02% | 765 |
|
|
2024
Q2 | $974K | Sell |
49,709
-13,099
| -21% | -$257K | 0.01% | 902 |
|
|
2024
Q1 | $1.18M | Buy |
62,808
+38,160
| +155% | +$716K | 0.01% | 834 |
|
|
2023
Q4 | $488K | Sell |
24,648
-474
| -2% | -$9.39K | 0.01% | 1215 |
|
|
2023
Q3 | $461K | Sell |
25,122
-333
| -1% | -$6.11K | 0.01% | 1160 |
|
|
2023
Q2 | $512K | Buy |
25,455
+78
| +0.3% | +$1.57K | 0.01% | 1143 |
|
|
2023
Q1 | $558K | Buy |
25,377
+1,720
| +7% | +$37.8K | 0.01% | 1063 |
|
|
2022
Q4 | $593K | Sell |
23,657
-41,708
| -64% | -$1.05M | 0.01% | 989 |
|
|
2022
Q3 | $1.5M | Buy |
65,365
+3,733
| +6% | +$85.5K | 0.03% | 577 |
|
|
2022
Q2 | $1.6M | Sell |
61,632
-996
| -2% | -$25.8K | 0.03% | 501 |
|
|
2022
Q1 | $2.15M | Buy |
+62,628
| New | +$2.15M | 0.04% | 466 |
|