Farther Finance Advisors’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 | $249K | Buy |
14,199
+1,315
| +10% | +$23K | 0.01% | 1275 |
|
|
2025
Q1 | $258K | Buy |
12,884
+232
| +2% | +$4.65K | 0.01% | 1113 |
|
|
2024
Q4 | $256K | Sell |
12,652
-2,558
| -17% | -$51.9K | 0.01% | 876 |
|
|
2024
Q3 | $348K | Buy |
15,210
+1,723
| +13% | +$39.4K | 0.01% | 750 |
|
|
2024
Q2 | $263K | Buy |
13,487
+4,989
| +59% | +$97.1K | 0.01% | 718 |
|
|
2024
Q1 | $158K | Buy |
8,498
+90
| +1% | +$1.67K | 0.01% | 774 |
|
|
2023
Q4 | $166K | Buy |
8,408
+6,983
| +490% | +$138K | 0.01% | 617 |
|
|
2023
Q3 | $26.2K | Buy |
1,425
+223
| +19% | +$4.1K | ﹤0.01% | 1006 |
|
|
2023
Q2 | $24.2K | Buy |
1,202
+57
| +5% | +$1.15K | 0.01% | 939 |
|
|
2023
Q1 | $25.2K | Buy |
1,145
+165
| +17% | +$3.63K | 0.01% | 829 |
|
|
2022
Q4 | $24.6K | Buy |
+980
| New | +$24.6K | 0.01% | 669 |
|