AWM
Avior Wealth Management’s Healthpeak Properties DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,549
| Closed | -$31.4K | – | 1159 |
|
|
2024
Q4 | $31.4K | Sell |
1,549
-66
| -4% | -$1.34K | ﹤0.01% | 1297 |
|
|
2024
Q3 | $36.9K | Buy |
1,615
+66
| +4% | +$1.51K | ﹤0.01% | 1224 |
|
|
2024
Q2 | $30.4K | Sell |
1,549
-1,450
| -48% | -$28.4K | ﹤0.01% | 1255 |
|
|
2024
Q1 | $56.2K | Buy |
2,999
+2,800
| +1,407% | +$52.5K | ﹤0.01% | 1193 |
|
|
2023
Q4 | $3.94K | Sell |
199
-1,386
| -87% | -$27.4K | ﹤0.01% | 1212 |
|
|
2023
Q3 | $29.1K | Buy |
1,585
+19
| +1% | +$349 | ﹤0.01% | 876 |
|
|
2023
Q2 | $31.5K | Sell |
1,566
-146
| -9% | -$2.94K | ﹤0.01% | 855 |
|
|
2023
Q1 | $37.6K | Buy |
+1,712
| New | +$37.6K | ﹤0.01% | 839 |
|
|
2022
Q2 | – | Sell |
-389
| Closed | -$13K | – | 1105 |
|
|
2022
Q1 | $13K | Buy |
+389
| New | +$13K | ﹤0.01% | 791 |
|
|
2018
Q1 | – | Sell |
-1,500
| Closed | -$39K | – | 796 |
|
|
2017
Q4 | $39K | Hold |
1,500
| – | – | 0.01% | 499 |
|
|
2017
Q3 | $42K | Hold |
1,500
| – | – | 0.01% | 227 |
|
|
2017
Q2 | $48K | Hold |
1,500
| – | – | 0.02% | 196 |
|
|
2017
Q1 | $47K | Hold |
1,500
| – | – | 0.02% | 236 |
|
|
2016
Q4 | $45K | Hold |
1,500
| – | – | 0.02% | 221 |
|
|
2016
Q3 | $57K | Hold |
1,500
| – | – | 0.02% | 214 |
|
|
2016
Q2 | $53K | Hold |
1,500
| – | – | 0.02% | 206 |
|
|
2016
Q1 | $49K | Hold |
1,500
| – | – | 0.02% | 214 |
|
|
2015
Q4 | $57K | Hold |
1,500
| – | – | 0.03% | 170 |
|
|
2015
Q3 | $56K | Hold |
1,500
| – | – | 0.03% | 164 |
|
|
2015
Q2 | $55K | Hold |
1,500
| – | – | 0.04% | 128 |
|
|
2015
Q1 | $65K | Hold |
1,500
| – | – | 0.05% | 121 |
|
|
2014
Q4 | $66K | Hold |
1,500
| – | – | 0.05% | 117 |
|
|
2014
Q3 | $60K | Hold |
1,500
| – | – | 0.05% | 120 |
|
|
2014
Q2 | $62K | Hold |
1,500
| – | – | 0.05% | 118 |
|
|
2014
Q1 | $58K | Buy |
+1,500
| New | +$58K | 0.05% | 118 |
|