BCWM
Bartlett & Co Wealth Management’s Healthpeak Properties DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $105 | Buy |
+6
| New | +$105 | ﹤0.01% | 1228 |
|
|
2023
Q2 | – | Sell |
-645
| Closed | -$14.2K | – | 1161 |
|
|
2023
Q1 | $14.2K | Hold |
645
| – | – | ﹤0.01% | 770 |
|
|
2022
Q4 | $16.2K | Hold |
645
| – | – | ﹤0.01% | 758 |
|
|
2022
Q3 | $14.8K | Hold |
645
| – | – | ﹤0.01% | 756 |
|
|
2022
Q2 | $16.7K | Buy |
+645
| New | +$16.7K | ﹤0.01% | 765 |
|
|
2020
Q3 | – | Sell |
-528
| Closed | -$14.6K | – | 848 |
|
|
2020
Q2 | $14.6K | Hold |
528
| – | – | ﹤0.01% | 645 |
|
|
2020
Q1 | $12.6K | Sell |
528
-1,000
| -65% | -$23.9K | ﹤0.01% | 633 |
|
|
2019
Q4 | $52.7K | Buy |
1,528
+528
| +53% | +$18.2K | ﹤0.01% | 520 |
|
|
2019
Q3 | $36K | Buy |
+1,000
| New | +$36K | ﹤0.01% | 583 |
|
|
2018
Q2 | – | Sell |
-104
| Closed | -$2.42K | – | 725 |
|
|
2018
Q1 | $2.42K | Buy |
+104
| New | +$2.42K | ﹤0.01% | 685 |
|