Cassady Schiller Wealth Management’s Healthpeak Properties DOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.6K | Buy |
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|
2024
Q3 | $1.62K | Hold |
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|
2024
Q2 | $1.39K | Hold |
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|
2024
Q1 | $1.33K | Hold |
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|
2023
Q4 | $1.41K | Hold |
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|
2023
Q3 | $1.3K | Hold |
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|
2023
Q2 | $1.43K | Hold |
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|
2023
Q1 | $1.56K | Hold |
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|
2022
Q4 | $1.78K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $3K | Buy |
|