B. Riley Wealth Advisors’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 | $218K | Buy |
|
|||||
|
2024
Q4 | $644K | Sell |
|
|||||
|
2024
Q3 | $745K | Sell |
|
|||||
|
2024
Q2 | $652K | Sell |
|
|||||
|
2024
Q1 | $728K | Buy |
|
|||||
|
2023
Q4 | $506K | Sell |
|
|||||
|
2023
Q3 | $728K | Buy |
|
|||||
|
2023
Q2 | $786K | Sell |
|
|||||
|
2023
Q1 | $884K | Sell |
|
|||||
|
2022
Q4 | $1.03M | Sell |
|
|||||
|
2022
Q3 | $970K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $222K | Buy |
|
|||||
|
2016
Q4 | – | Sell |
|
|||||
|
2016
Q3 | $662K | Sell |
|
|||||
|
2016
Q2 | $654K | Buy |
|
|||||
|
2016
Q1 | – | Sell |
|
|||||
|
2015
Q4 | $716K | Sell |
|
|||||
|
2015
Q3 | $796K | Buy |
|
|||||
|
2015
Q2 | $773K | Sell |
|
|||||
|
2015
Q1 | $1.01M | Buy |
|
|||||
|
2014
Q4 | $948 | Buy |
|
|||||
|
2014
Q3 | $844K | Sell |
|
|||||
|
2014
Q2 | $894K | Buy |
|
|||||
|
2014
Q1 | $847K | Buy |
|
|||||
|
2013
Q4 | $759K | Buy |
|
|||||
|
2013
Q3 | $523K | Sell |
|
|||||
|
2013
Q2 | $586K | Buy |
|