Beacon Pointe Advisors’s Healthpeak Properties DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $277K | Sell |
15,805
-2,812
| -15% | -$49.2K | ﹤0.01% | 1065 |
|
|
2025
Q1 | $376K | Sell |
18,617
-192
| -1% | -$3.88K | ﹤0.01% | 926 |
|
|
2024
Q4 | $381K | Sell |
18,809
-1,504
| -7% | -$30.5K | ﹤0.01% | 911 |
|
|
2024
Q3 | $465K | Sell |
20,313
-1,566
| -7% | -$35.8K | 0.01% | 868 |
|
|
2024
Q2 | $429K | Sell |
21,879
-204
| -0.9% | -$4K | 0.01% | 916 |
|
|
2024
Q1 | $414K | Sell |
22,083
-357
| -2% | -$6.69K | ﹤0.01% | 979 |
|
|
2023
Q4 | $444K | Buy |
22,440
+75
| +0.3% | +$1.49K | 0.01% | 927 |
|
|
2023
Q3 | $411K | Buy |
+22,365
| New | +$411K | 0.01% | 942 |
|
|
2023
Q2 | – | Sell |
-22,008
| Closed | -$484K | – | 1094 |
|
|
2023
Q1 | $484K | Buy |
+22,008
| New | +$484K | 0.01% | 770 |
|
|
2022
Q2 | – | Sell |
-7,260
| Closed | -$249K | – | 1083 |
|
|
2022
Q1 | $249K | Buy |
+7,260
| New | +$249K | ﹤0.01% | 1045 |
|