BFG
Beacon Financial Group’s Healthpeak Properties DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $206K | Sell |
11,757
-1,258
| -10% | -$22K | 0.02% | 328 |
|
|
2025
Q1 | $263K | Sell |
13,015
-1,239
| -9% | -$25.1K | 0.03% | 297 |
|
|
2024
Q4 | $289K | Sell |
14,254
-2,636
| -16% | -$53.4K | 0.03% | 288 |
|
|
2024
Q3 | $386K | Sell |
16,890
-1,884
| -10% | -$43.1K | 0.04% | 247 |
|
|
2024
Q2 | $368K | Sell |
18,774
-1,534
| -8% | -$30.1K | 0.04% | 239 |
|
|
2024
Q1 | $381K | Buy |
+20,308
| New | +$381K | 0.04% | 238 |
|
|
2016
Q4 | – | Sell |
-29,861
| Closed | -$1.15M | – | 179 |
|
|
2016
Q3 | $1.15M | Sell |
29,861
-604
| -2% | -$23.3K | 0.24% | 75 |
|
|
2016
Q2 | $1.08M | Buy |
+30,465
| New | +$1.08M | 0.24% | 72 |
|
|
2015
Q1 | – | Sell |
-5,161
| Closed | -$230K | – | 169 |
|
|
2014
Q4 | $230K | Buy |
+5,161
| New | +$230K | 0.05% | 171 |
|