Bartlett & Co Wealth Management’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
Q3 | – | Sell |
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|
2025
Q2 | $105 | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $14.2K | Hold |
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|
2022
Q4 | $16.2K | Hold |
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|
2022
Q3 | $14.8K | Hold |
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|
2022
Q2 | $16.7K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $14.6K | Hold |
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|
2020
Q1 | $12.6K | Sell |
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|
2019
Q4 | $52.7K | Buy |
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|
2019
Q3 | $36K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $2.42K | Buy |
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