Bogart Wealth LLC’s Healthpeak Properties DOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-27
| Closed | -$547 | – | 1433 |
|
|
2024
Q4 | $547 | Buy |
+27
| New | +$547 | ﹤0.01% | 1258 |
|
|
2023
Q1 | – | Sell |
-173
| Closed | -$4.34K | – | 1140 |
|
|
2022
Q4 | $4.34K | Hold |
173
| – | – | ﹤0.01% | 693 |
|
|
2022
Q3 | $4K | Hold |
173
| – | – | ﹤0.01% | 709 |
|
|
2022
Q2 | $4K | Hold |
173
| – | – | ﹤0.01% | 659 |
|
|
2022
Q1 | $6K | Buy |
+173
| New | +$6K | ﹤0.01% | 545 |
|
|
2019
Q1 | – | Sell |
-216
| Closed | -$6K | – | 351 |
|
|
2018
Q4 | $6K | Hold |
216
| – | – | ﹤0.01% | 268 |
|
|
2018
Q3 | $6K | Hold |
216
| – | – | ﹤0.01% | 256 |
|
|
2018
Q2 | $5K | Hold |
216
| – | – | ﹤0.01% | 275 |
|
|
2018
Q1 | $5K | Hold |
216
| – | – | ﹤0.01% | 278 |
|
|
2017
Q4 | $6K | Hold |
216
| – | – | ﹤0.01% | 265 |
|
|
2017
Q3 | $6K | Buy |
+216
| New | +$6K | ﹤0.01% | 261 |
|