Concord Wealth Partners’s Healthpeak Properties DOC Stock Holding History

Concord Wealth Partners’s Portfolio DOC Stock Details DOC Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$11.1K	Buy
2024 Q2	–	Sell
2024 Q1	$4.31K	Buy
2023 Q4	–	Sell
2023 Q3	$4.22K	Buy
2022 Q3	–	Sell
2022 Q2	$8K	Hold
2022 Q1	$10K	Buy
2021 Q2	–	Sell
2021 Q1	$1K	Buy