Fortis Group Advisors’s Healthpeak Properties DOC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$8.9K Hold
2025
Q2
$8.14K Hold
2025
Q1
$9.4K Hold
2024
Q4
$9.43K Hold
2024
Q3
$10.6K Hold
2024
Q2
$9.11K Hold
2024
Q1
$8.72K Sell
2023
Q4
$18.4K Buy
2023
Q3
$8.54K Buy
2020
Q3
$12K Buy