Impact Partnership Wealth’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
$349K Buy
2024
Q2
Sell
2024
Q1
$342K Sell
2023
Q4
$457K Buy
2023
Q3
$304K Sell
2023
Q2
$526K Buy