IFP Advisors’s Healthpeak Properties DOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $175K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $55.7K | Buy |
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|
2024
Q4 | $45.5K | Buy |
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|
2024
Q3 | $48.8K | Sell |
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|
2024
Q2 | $42K | Buy |
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|
2024
Q1 | $11.8K | Buy |
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|
2023
Q4 | $6.06K | Sell |
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|
2023
Q3 | $10.2K | Hold |
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|
2023
Q2 | $11.2K | Buy |
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|
2023
Q1 | $18K | Sell |
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|
2022
Q4 | $67K | Sell |
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|
2022
Q3 | $93K | Buy |
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|
2022
Q2 | $78K | Hold |
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|
2022
Q1 | $78K | Buy |
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|
2021
Q4 | $57K | Sell |
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|
2021
Q3 | $58K | Hold |
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|
2021
Q2 | $58K | Buy |
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|
2021
Q1 | $52K | Sell |
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|
2020
Q4 | $49K | Sell |
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|
2020
Q3 | $75K | Sell |
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|
2020
Q2 | $637K | Sell |
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|
2020
Q1 | $678K | Buy |
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|
2019
Q4 | $898K | Buy |
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|
2019
Q3 | $131K | Buy |
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|
2019
Q1 | $125K | Sell |
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|
2018
Q4 | $224K | Sell |
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|
2018
Q3 | $383K | Buy |
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|
2018
Q2 | $374K | Sell |
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|
2018
Q1 | $1.37M | Hold |
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|
2017
Q4 | $1.37M | Sell |
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|
2017
Q3 | $1.84M | Sell |
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|
2017
Q2 | $2.14M | Buy |
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|
2017
Q1 | $1.97M | Buy |
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|
2016
Q4 | $1.71M | Sell |
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|
2016
Q3 | $2.21M | Sell |
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|
2016
Q2 | $2.08M | Buy |
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|
2016
Q1 | $125K | Sell |
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|
2015
Q4 | $760K | Buy |
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