HighMark Wealth Management’s Healthpeak Properties DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-168
| Closed | -$3.08K | – | 583 |
|
|
2023
Q3 | $3.08K | Hold |
168
| – | – | ﹤0.01% | 411 |
|
|
2023
Q2 | $3.38K | Hold |
168
| – | – | ﹤0.01% | 404 |
|
|
2023
Q1 | $3.69K | Buy |
168
+33
| +24% | +$725 | ﹤0.01% | 443 |
|
|
2022
Q4 | $3.38K | Hold |
135
| – | – | ﹤0.01% | 389 |
|
|
2022
Q3 | $3K | Hold |
135
| – | – | ﹤0.01% | 390 |
|
|
2022
Q2 | $3K | Sell |
135
-10
| -7% | -$222 | ﹤0.01% | 395 |
|
|
2022
Q1 | $5K | Buy |
145
+23
| +19% | +$793 | ﹤0.01% | 360 |
|
|
2021
Q4 | $4K | Buy |
122
+15
| +14% | +$492 | ﹤0.01% | 378 |
|
|
2021
Q3 | $4K | Buy |
+107
| New | +$4K | ﹤0.01% | 384 |
|