Atria Wealth Solutions’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
Q2 | – | Sell |
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|
2025
Q1 | $1.38M | Buy |
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|
2024
Q4 | $1.36M | Buy |
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|
2024
Q3 | $1.44M | Buy |
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|
2024
Q2 | $974K | Sell |
|
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|
2024
Q1 | $1.18M | Buy |
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|
2023
Q4 | $488K | Sell |
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|
2023
Q3 | $461K | Sell |
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|
2023
Q2 | $512K | Buy |
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|
2023
Q1 | $558K | Buy |
|
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|
2022
Q4 | $593K | Sell |
|
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|
2022
Q3 | $1.5M | Buy |
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|
2022
Q2 | $1.6M | Sell |
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|
2022
Q1 | $2.15M | Buy |
|