Avion Wealth’s Healthpeak Properties DOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1K | Buy |
90
+7
| +8% | +$78 | ﹤0.01% | 944 |
|
|
2025
Q1 | $1K | Hold |
83
| – | – | ﹤0.01% | 838 |
|
|
2024
Q4 | $1K | Buy |
83
+25
| +43% | +$301 | ﹤0.01% | 835 |
|
|
2024
Q3 | $1K | Hold |
58
| – | – | ﹤0.01% | 787 |
|
|
2024
Q2 | $1K | Buy |
58
+27
| +87% | +$466 | ﹤0.01% | 714 |
|
|
2024
Q1 | $1K | Sell |
31
-31
| -50% | -$1K | ﹤0.01% | 901 |
|
|
2023
Q4 | $1K | Sell |
62
-13
| -17% | -$210 | ﹤0.01% | 754 |
|
|
2023
Q3 | $1K | Buy |
75
+50
| +200% | +$667 | ﹤0.01% | 600 |
|
|
2023
Q2 | $0 | Buy |
+25
| New | – | ﹤0.01% | 784 |
|