Clearstead Advisors’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 | $14K | Buy |
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|
2025
Q2 | $11.6K | Sell |
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|
2025
Q1 | $13.9K | Sell |
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|
2024
Q4 | $15.6K | Buy |
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|
2024
Q3 | $17K | Buy |
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|
2024
Q2 | $7.9K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $1.78K | Sell |
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|
2023
Q3 | $3.67K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $4K | Sell |
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|
2022
Q2 | $12K | Hold |
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|
2022
Q1 | $17K | Hold |
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|
2021
Q4 | $17K | Sell |
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|
2021
Q3 | $41K | Buy |
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|
2021
Q2 | $35K | Hold |
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|
2021
Q1 | $33K | Sell |
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|
2020
Q4 | $42K | Hold |
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|
2020
Q3 | $38K | Hold |
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|
2020
Q2 | $39K | Hold |
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|
2020
Q1 | $33K | Buy |
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