HAG
HighPoint Advisor Group’s Healthpeak Properties DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $469K | Sell |
26,778
-3,561
| -12% | -$62.4K | 0.02% | 388 |
|
|
2025
Q1 | $539K | Sell |
30,339
-267
| -0.9% | -$4.74K | 0.03% | 339 |
|
|
2024
Q4 | $601K | Buy |
30,606
+3,279
| +12% | +$64.3K | 0.03% | 335 |
|
|
2024
Q3 | $625K | Buy |
27,327
+1,787
| +7% | +$40.9K | 0.04% | 316 |
|
|
2024
Q2 | $558K | Buy |
25,540
+13,653
| +115% | +$298K | 0.03% | 329 |
|
|
2024
Q1 | $233K | Buy |
11,887
+1,479
| +14% | +$29K | 0.02% | 552 |
|
|
2023
Q4 | $183K | Buy |
+10,408
| New | +$183K | 0.01% | 600 |
|
|
2022
Q2 | $243K | Buy |
+9,158
| New | +$243K | 0.03% | 446 |
|
|
2021
Q3 | $278K | Sell |
8,299
-200
| -2% | -$6.7K | 0.03% | 417 |
|
|
2021
Q2 | $283K | Buy |
8,499
+513
| +6% | +$17.1K | 0.03% | 412 |
|
|
2021
Q1 | $259K | Sell |
7,986
-27
| -0.3% | -$876 | 0.03% | 398 |
|
|
2020
Q4 | $240K | Buy |
+8,013
| New | +$240K | 0.03% | 396 |
|