Integrated Wealth Concepts’s Healthpeak Properties DOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-18,084
| Closed | -$366K | – | 1925 |
|
|
2025
Q1 | $366K | Buy |
18,084
+1,231
| +7% | +$24.9K | ﹤0.01% | 1296 |
|
|
2024
Q4 | $342K | Buy |
16,853
+1,700
| +11% | +$34.5K | ﹤0.01% | 1304 |
|
|
2024
Q3 | $347K | Buy |
15,153
+658
| +5% | +$15K | ﹤0.01% | 1246 |
|
|
2024
Q2 | $284K | Buy |
+14,495
| New | +$284K | ﹤0.01% | 1346 |
|
|
2023
Q4 | – | Sell |
-11,178
| Closed | -$205K | – | 1610 |
|
|
2023
Q3 | $205K | Sell |
11,178
-17
| -0.2% | -$312 | ﹤0.01% | 1403 |
|
|
2023
Q2 | $225K | Buy |
+11,195
| New | +$225K | ﹤0.01% | 1365 |
|
|
2022
Q3 | – | Sell |
-7,816
| Closed | -$203K | – | 964 |
|
|
2022
Q2 | $203K | Buy |
+7,816
| New | +$203K | 0.01% | 897 |
|