Dynamic Wealth Strategies’s Healthpeak Properties DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.5K | Sell |
942
-863
| -48% | -$15.1K | 0.01% | 172 |
|
|
2025
Q1 | $36.5K | Buy |
+1,805
| New | +$36.5K | 0.03% | 144 |
|
|
2024
Q4 | – | Sell |
-1,708
| Closed | -$39K | – | 115 |
|
|
2024
Q3 | $39K | Buy |
1,708
+942
| +123% | +$21.5K | 0.03% | 138 |
|
|
2024
Q2 | $15K | Hold |
766
| – | – | 0.01% | 175 |
|
|
2024
Q1 | $14K | Sell |
766
-175
| -19% | -$3.2K | 0.01% | 186 |
|
|
2023
Q4 | $18.6K | Buy |
+941
| New | +$18.6K | 0.02% | 173 |
|