BA
Bellwether Advisors’s Healthpeak Properties DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.5K | Hold |
200
| – | – | ﹤0.01% | 456 |
|
|
2025
Q1 | $4.04K | Hold |
200
| – | – | ﹤0.01% | 386 |
|
|
2024
Q4 | $4.05K | Buy |
+200
| New | +$4.05K | ﹤0.01% | 397 |
|
|
2023
Q2 | – | Sell |
-300
| Closed | -$6.59K | – | 191 |
|
|
2023
Q1 | $6.59K | Hold |
300
| – | – | ﹤0.01% | 297 |
|
|
2022
Q4 | $7.52K | Hold |
300
| – | – | ﹤0.01% | 285 |
|
|
2022
Q3 | $6K | Hold |
300
| – | – | ﹤0.01% | 303 |
|
|
2022
Q2 | $7K | Hold |
300
| – | – | ﹤0.01% | 262 |
|
|
2022
Q1 | $10K | Hold |
300
| – | – | ﹤0.01% | 310 |
|
|
2021
Q4 | $10K | Hold |
300
| – | – | ﹤0.01% | 334 |
|
|
2021
Q3 | $10K | Hold |
300
| – | – | ﹤0.01% | 305 |
|
|
2021
Q2 | $9K | Sell |
300
-100
| -25% | -$3K | ﹤0.01% | 274 |
|
|
2021
Q1 | $12K | Hold |
400
| – | – | ﹤0.01% | 236 |
|
|
2020
Q4 | $12K | Buy |
+400
| New | +$12K | 0.01% | 221 |
|