HWA
HHM Wealth Advisors’s Healthpeak Properties DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.5K | Hold |
601
| – | – | ﹤0.01% | 603 |
|
|
2025
Q1 | $12.2K | Sell |
601
-60
| -9% | -$1.21K | ﹤0.01% | 570 |
|
|
2024
Q4 | $13.4K | Sell |
661
-140
| -17% | -$2.84K | ﹤0.01% | 556 |
|
|
2024
Q3 | $18.3K | Hold |
801
| – | – | ﹤0.01% | 479 |
|
|
2024
Q2 | $15.7K | Sell |
801
-180
| -18% | -$3.53K | ﹤0.01% | 491 |
|
|
2024
Q1 | $18.4K | Buy |
981
+371
| +61% | +$6.96K | ﹤0.01% | 426 |
|
|
2023
Q4 | $12.1K | Hold |
610
| – | – | ﹤0.01% | 485 |
|
|
2023
Q3 | $11.2K | Hold |
610
| – | – | ﹤0.01% | 487 |
|
|
2023
Q2 | $12.3K | Sell |
610
-47
| -7% | -$945 | ﹤0.01% | 491 |
|
|
2023
Q1 | $14.4K | Buy |
657
+135
| +26% | +$2.97K | ﹤0.01% | 459 |
|
|
2022
Q4 | $13.1K | Buy |
522
+53
| +11% | +$1.33K | ﹤0.01% | 415 |
|
|
2022
Q3 | $11K | Sell |
469
-531
| -53% | -$12.5K | ﹤0.01% | 420 |
|
|
2022
Q2 | $26K | Hold |
1,000
| – | – | 0.01% | 383 |
|
|
2022
Q1 | $34K | Hold |
1,000
| – | – | 0.01% | 360 |
|
|
2021
Q4 | $36K | Hold |
1,000
| – | – | 0.01% | 348 |
|
|
2021
Q3 | $33K | Hold |
1,000
| – | – | 0.01% | 348 |
|
|
2021
Q2 | $33K | Hold |
1,000
| – | – | 0.01% | 344 |
|
|
2021
Q1 | $32K | Hold |
1,000
| – | – | 0.01% | 331 |
|
|
2020
Q4 | $30K | Hold |
1,000
| – | – | 0.01% | 317 |
|
|
2020
Q3 | $27K | Hold |
1,000
| – | – | 0.01% | 288 |
|
|
2020
Q2 | $28K | Hold |
1,000
| – | – | 0.01% | 275 |
|
|
2020
Q1 | $24K | Buy |
+1,000
| New | +$24K | 0.01% | 278 |
|