Colonial Trust 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
$3.83K Buy
2024
Q2
Sell
2024
Q1
$614 Sell
2023
Q4
$7.98K Buy
2023
Q3
$6.75K Buy
2023
Q2
$7.28K Buy
2023
Q1
$7.84K Sell
2022
Q4
$9K Buy