Beacon Financial Group’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 | $317K | Buy |
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|
2025
Q2 | $206K | Sell |
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|
2025
Q1 | $263K | Sell |
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|
2024
Q4 | $289K | Sell |
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|
2024
Q3 | $386K | Sell |
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|
2024
Q2 | $368K | Sell |
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|
2024
Q1 | $381K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $1.15M | Sell |
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|
2016
Q2 | $1.08M | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $230K | Buy |
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