CTWM
Cherry Tree Wealth Management’s Healthpeak Properties DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.17K | Hold |
67
| – | – | ﹤0.01% | 548 |
|
|
2025
Q1 | $1.36K | Hold |
67
| – | – | ﹤0.01% | 663 |
|
|
2024
Q4 | $1.36K | Hold |
67
| – | – | ﹤0.01% | 561 |
|
|
2024
Q3 | $1.53K | Hold |
67
| – | – | ﹤0.01% | 551 |
|
|
2024
Q2 | $1.31K | Hold |
67
| – | – | ﹤0.01% | 537 |
|
|
2024
Q1 | $1.26K | Hold |
67
| – | – | ﹤0.01% | 532 |
|
|
2023
Q4 | $1.33K | Hold |
67
| – | – | ﹤0.01% | 529 |
|
|
2023
Q3 | $1.23K | Hold |
67
| – | – | ﹤0.01% | 520 |
|
|
2023
Q2 | $1.35K | Buy |
+67
| New | +$1.35K | ﹤0.01% | 522 |
|