Carson Wealth (CWM 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $612K | Buy |
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|
2025
Q2 | $540K | Sell |
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|
2025
Q1 | $948K | Sell |
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|
2024
Q4 | $964K | Sell |
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|
2024
Q3 | $1.3M | Buy |
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|
2024
Q2 | $984K | Buy |
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|
2024
Q1 | $748K | Buy |
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|
2023
Q4 | $603K | Buy |
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|
2023
Q3 | $275K | Buy |
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|
2023
Q2 | $238K | Sell |
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|
2023
Q1 | $302K | Buy |
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|
2022
Q4 | $213K | Sell |
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|
2022
Q3 | $339K | Buy |
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|
2022
Q2 | $332K | Buy |
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|
2022
Q1 | $230K | Buy |
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|
2021
Q4 | $191K | Buy |
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|
2021
Q2 | $157K | Hold |
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|
2021
Q1 | $157K | Hold |
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|
2020
Q4 | $157K | Hold |
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|
2020
Q3 | $157K | Hold |
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|
2020
Q2 | $157K | Hold |
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|
2020
Q1 | $157K | Hold |
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|
2019
Q4 | $157K | Hold |
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|
2019
Q3 | $157K | Hold |
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|
2019
Q2 | $157K | Hold |
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|
2019
Q1 | $157K | Buy |
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|
2018
Q4 | $114K | Buy |
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|
2018
Q3 | $98K | Sell |
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|
2018
Q2 | $108K | Sell |
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|
2018
Q1 | $116K | Sell |
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|
2017
Q4 | $154K | Sell |
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|
2017
Q3 | $192K | Buy |
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|
2017
Q2 | $204K | Sell |
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|
2017
Q1 | $203K | Sell |
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|
2016
Q4 | $203K | Sell |
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|
2016
Q3 | $256K | Buy |
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