BRWA
B. Riley Wealth Advisors’s Healthpeak Properties DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $218K | Buy |
+12,444
| New | +$218K | 0.01% | 832 |
|
|
2024
Q4 | $644K | Sell |
31,786
-1,391
| -4% | -$28.2K | 0.02% | 603 |
|
|
2024
Q3 | $745K | Sell |
33,177
-110
| -0.3% | -$2.47K | 0.02% | 593 |
|
|
2024
Q2 | $652K | Sell |
33,287
-6,389
| -16% | -$125K | 0.02% | 690 |
|
|
2024
Q1 | $728K | Buy |
39,676
+14,100
| +55% | +$259K | 0.02% | 628 |
|
|
2023
Q4 | $506K | Sell |
25,576
-14,100
| -36% | -$279K | 0.01% | 804 |
|
|
2023
Q3 | $728K | Buy |
39,676
+582
| +1% | +$10.7K | 0.02% | 628 |
|
|
2023
Q2 | $786K | Sell |
39,094
-1,151
| -3% | -$23.1K | 0.02% | 659 |
|
|
2023
Q1 | $884K | Sell |
40,245
-859
| -2% | -$18.9K | 0.02% | 580 |
|
|
2022
Q4 | $1.03M | Sell |
41,104
-1,190
| -3% | -$29.8K | 0.03% | 523 |
|
|
2022
Q3 | $970K | Buy |
+42,294
| New | +$970K | 0.03% | 513 |
|
|
2022
Q2 | – | Sell |
-6,452
| Closed | -$222K | – | 1269 |
|
|
2022
Q1 | $222K | Buy |
+6,452
| New | +$222K | 0.01% | 1163 |
|
|
2016
Q4 | – | Sell |
-17,413
| Closed | -$662K | – | 555 |
|
|
2016
Q3 | $662K | Sell |
17,413
-1,036
| -6% | -$39.4K | 0.13% | 195 |
|
|
2016
Q2 | $654K | Buy |
+18,449
| New | +$654K | 0.13% | 196 |
|
|
2016
Q1 | – | Sell |
-18,677
| Closed | -$716K | – | 562 |
|
|
2015
Q4 | $716K | Sell |
18,677
-2,645
| -12% | -$101K | 0.15% | 178 |
|
|
2015
Q3 | $796K | Buy |
21,322
+193
| +0.9% | +$7.21K | 0.19% | 140 |
|
|
2015
Q2 | $773K | Sell |
21,129
-2,174
| -9% | -$79.5K | 0.19% | 143 |
|
|
2015
Q1 | $1.01M | Buy |
23,303
+1,777
| +8% | +$76.8K | 0.25% | 104 |
|
|
2014
Q4 | $948 | Buy |
21,526
+283
| +1% | +$12 | 0.02% | 770 |
|
|
2014
Q3 | $844K | Sell |
21,243
-21,876
| -51% | -$869K | 0.22% | 119 |
|
|
2014
Q2 | $894K | Buy |
43,119
+21,276
| +97% | +$441K | 0.21% | 105 |
|
|
2014
Q1 | $847K | Buy |
21,843
+938
| +4% | +$36.4K | 0.26% | 87 |
|
|
2013
Q4 | $759K | Buy |
20,905
+8,131
| +64% | +$295K | 0.24% | 100 |
|
|
2013
Q3 | $523K | Sell |
12,774
-125
| -1% | -$5.11K | 0.18% | 134 |
|
|
2013
Q2 | $586K | Buy |
+12,899
| New | +$586K | 0.2% | 125 |
|