CIAS
CBIZ Investment Advisory Services’s Healthpeak Properties DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-246
| Closed | -$4.97K | – | 753 |
|
|
2025
Q1 | $4.97K | Hold |
246
| – | – | ﹤0.01% | 396 |
|
|
2024
Q4 | $4.99K | Buy |
246
+139
| +130% | +$2.82K | ﹤0.01% | 319 |
|
|
2024
Q3 | $2.45K | Buy |
107
+45
| +73% | +$1.03K | ﹤0.01% | 330 |
|
|
2024
Q2 | $1.22K | Buy |
+62
| New | +$1.22K | ﹤0.01% | 354 |
|