Benjamin Edwards Inc’s Healthpeak Properties DOC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$295K Sell
16,853
-16,950
-50% -$297K ﹤0.01% 997
2025
Q1
$684K Buy
33,803
+1,103
+3% +$22.3K 0.01% 700
2024
Q4
$663K Buy
32,700
+6,141
+23% +$124K 0.01% 738
2024
Q3
$607K Buy
26,559
+23,991
+934% +$549K 0.01% 735
2024
Q2
$50K Buy
2,568
+51
+2% +$993 0.01% 499
2024
Q1
$47K Sell
2,517
-3,392
-57% -$63.3K 0.01% 491
2023
Q4
$117K Sell
5,909
-235
-4% -$4.65K 0.03% 398
2023
Q3
$113K Sell
6,144
-368
-6% -$6.77K 0.03% 372
2023
Q2
$131K Buy
6,512
+5
+0.1% +$101 0.03% 342
2023
Q1
$143K Buy
6,507
+1,174
+22% +$25.8K 0.03% 322
2022
Q4
$134K Buy
5,333
+417
+8% +$10.5K 0.04% 321
2022
Q3
$113K Buy
4,916
+434
+10% +$9.98K 0.03% 326
2022
Q2
$116K Buy
4,482
+882
+25% +$22.8K 0.03% 324
2022
Q1
$124K Buy
+3,600
New +$124K 0.04% 331