Focus Partners Wealth’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 | $1.41M | Buy |
80,513
+542
| +0.7% | +$9.49K | ﹤0.01% | 1003 |
|
|
2025
Q1 | $1.62M | Buy |
79,971
+814
| +1% | +$16.5K | ﹤0.01% | 907 |
|
|
2024
Q4 | $1.6M | Sell |
79,157
-11,429
| -13% | -$232K | ﹤0.01% | 893 |
|
|
2024
Q3 | $2.07M | Buy |
90,586
+76,386
| +538% | +$1.75M | 0.01% | 755 |
|
|
2024
Q2 | $278K | Buy |
14,200
+2,131
| +18% | +$41.7K | ﹤0.01% | 1088 |
|
|
2024
Q1 | $226K | Buy |
+12,069
| New | +$226K | ﹤0.01% | 898 |
|