EverSource Wealth Advisors’s Healthpeak Properties DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $91.8K | Sell |
5,241
-1,171
| -18% | -$20.5K | ﹤0.01% | 1252 |
|
|
2025
Q1 | $130K | Buy |
6,412
+1,137
| +22% | +$23K | 0.01% | 817 |
|
|
2024
Q4 | $107K | Buy |
5,275
+212
| +4% | +$4.3K | 0.01% | 882 |
|
|
2024
Q3 | $116K | Buy |
5,063
+269
| +6% | +$6.15K | 0.01% | 744 |
|
|
2024
Q2 | $105K | Buy |
4,794
+2,005
| +72% | +$43.8K | 0.01% | 777 |
|
|
2024
Q1 | $51.9K | Buy |
2,789
+539
| +24% | +$10K | ﹤0.01% | 973 |
|
|
2023
Q4 | $44.5K | Buy |
2,250
+1,850
| +463% | +$36.6K | ﹤0.01% | 943 |
|
|
2023
Q3 | $7.34K | Sell |
400
-473
| -54% | -$8.68K | ﹤0.01% | 1533 |
|
|
2023
Q2 | $17.5K | Buy |
873
+167
| +24% | +$3.36K | ﹤0.01% | 1207 |
|
|
2023
Q1 | $15.5K | Sell |
706
-60
| -8% | -$1.32K | ﹤0.01% | 1186 |
|
|
2022
Q4 | $19.2K | Sell |
766
-528
| -41% | -$13.2K | ﹤0.01% | 1080 |
|
|
2022
Q3 | $30K | Buy |
1,294
+945
| +271% | +$21.9K | 0.01% | 762 |
|
|
2022
Q2 | $9K | Buy |
349
+139
| +66% | +$3.59K | ﹤0.01% | 1063 |
|
|
2022
Q1 | $7K | Buy |
210
+102
| +94% | +$3.4K | ﹤0.01% | 1131 |
|
|
2021
Q4 | $4K | Buy |
+108
| New | +$4K | ﹤0.01% | 1319 |
|