Foster Victor Wealth Advisors’s Healthpeak Properties DOC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $7.11M | Buy |
389,384
+70,896
| +22% | +$1.29M | 0.48% | 86 |
|
2025
Q1 | $5.78M | Buy |
318,488
+16,856
| +6% | +$306K | 0.47% | 87 |
|
2024
Q4 | $6.27M | Buy |
301,632
+15,679
| +5% | +$326K | 0.48% | 84 |
|
2024
Q3 | $6.23M | Buy |
285,953
+7,811
| +3% | +$170K | 0.5% | 83 |
|
2024
Q2 | $5.86M | Buy |
+278,142
| New | +$5.86M | 0.49% | 79 |
|