Bogart Wealth LLC’s Healthpeak Properties DOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.07K | Buy |
|
|||||
|
2025
Q1 | – | Sell |
|
|||||
|
2024
Q4 | $547 | Buy |
|
|||||
|
2023
Q1 | – | Sell |
|
|||||
|
2022
Q4 | $4.34K | Hold |
|
|||||
|
2022
Q3 | $4K | Hold |
|
|||||
|
2022
Q2 | $4K | Hold |
|
|||||
|
2022
Q1 | $6K | Buy |
|
|||||
|
2019
Q1 | – | Sell |
|
|||||
|
2018
Q4 | $6K | Hold |
|
|||||
|
2018
Q3 | $6K | Hold |
|
|||||
|
2018
Q2 | $5K | Hold |
|
|||||
|
2018
Q1 | $5K | Hold |
|
|||||
|
2017
Q4 | $6K | Hold |
|
|||||
|
2017
Q3 | $6K | Buy |
|