Continuum Advisory’s Healthpeak Properties DOC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-2,054
Closed -$41.5K 700
2025
Q1
$41.5K Sell
2,054
-122
-6% -$2.47K 0.01% 730
2024
Q4
$44.1K Buy
2,176
+87
+4% +$1.76K 0.01% 690
2024
Q3
$44.4K Buy
2,089
+1,298
+164% +$27.6K 0.01% 678
2024
Q2
$15.5K Buy
791
+15
+2% +$294 ﹤0.01% 840
2024
Q1
$15.1K Buy
+776
New +$15.1K ﹤0.01% 838