Clearstead Trust’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 | $22.5K | Buy |
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|
2025
Q2 | $16.5K | Buy |
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|
2025
Q1 | $4.04K | Hold |
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|
2024
Q4 | $4.05K | Hold |
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|
2024
Q3 | $4.57K | Hold |
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|
2024
Q2 | $3.92K | Hold |
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|
2024
Q1 | $3.75K | Hold |
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|
2023
Q4 | $3.96K | Hold |
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|
2023
Q3 | $3.67K | Hold |
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|
2023
Q2 | $4.02K | Hold |
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|
2023
Q1 | $4.39K | Hold |
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|
2022
Q4 | $5K | Hold |
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|
2022
Q3 | $5K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $9K | Buy |
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