Dumont & Blake Investment Advisors’s Healthpeak Properties DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $382K | Buy |
21,810
+134
| +0.6% | +$2.35K | 0.1% | 152 |
|
|
2025
Q1 | $438K | Buy |
21,676
+136
| +0.6% | +$2.75K | 0.12% | 142 |
|
|
2024
Q4 | $437K | Sell |
21,540
-46
| -0.2% | -$932 | 0.12% | 144 |
|
|
2024
Q3 | $494K | Sell |
21,586
-20,482
| -49% | -$468K | 0.13% | 138 |
|
|
2024
Q2 | $825K | Buy |
42,068
+21,045
| +100% | +$412K | 0.12% | 146 |
|
|
2024
Q1 | $394K | Buy |
+21,023
| New | +$394K | 0.11% | 151 |
|