Fortis Group Advisors’s Healthpeak Properties DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.14K | Hold |
465
| – | – | ﹤0.01% | 343 |
|
|
2025
Q1 | $9.4K | Hold |
465
| – | – | ﹤0.01% | 306 |
|
|
2024
Q4 | $9.43K | Hold |
465
| – | – | ﹤0.01% | 312 |
|
|
2024
Q3 | $10.6K | Hold |
465
| – | – | ﹤0.01% | 296 |
|
|
2024
Q2 | $9.11K | Hold |
465
| – | – | ﹤0.01% | 306 |
|
|
2024
Q1 | $8.72K | Sell |
465
-465
| -50% | -$8.72K | ﹤0.01% | 324 |
|
|
2023
Q4 | $18.4K | Buy |
930
+465
| +100% | +$9.21K | ﹤0.01% | 244 |
|
|
2023
Q3 | $8.54K | Buy |
+465
| New | +$8.54K | ﹤0.01% | 241 |
|
|
2020
Q3 | $12K | Buy |
+465
| New | +$12K | ﹤0.01% | 271 |
|