Iron Horse Wealth Management’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 | $17.5K | Hold |
1,000
| – | – | 0.01% | 228 |
|
|
2025
Q1 | $20.2K | Hold |
1,000
| – | – | 0.01% | 198 |
|
|
2024
Q4 | $20.3K | Hold |
1,000
| – | – | 0.01% | 182 |
|
|
2024
Q3 | $22.9K | Hold |
1,000
| – | – | 0.01% | 165 |
|
|
2024
Q2 | $19.6K | Hold |
1,000
| – | – | 0.01% | 164 |
|
|
2024
Q1 | $18.8K | Hold |
1,000
| – | – | 0.01% | 137 |
|
|
2023
Q4 | $19.8K | Hold |
1,000
| – | – | 0.01% | 122 |
|
|
2023
Q3 | $18.4K | Hold |
1,000
| – | – | 0.01% | 119 |
|
|
2023
Q2 | $20.1K | Hold |
1,000
| – | – | 0.01% | 106 |
|
|
2023
Q1 | $22K | Hold |
1,000
| – | – | 0.01% | 101 |
|
|
2022
Q4 | $25K | Buy |
1,000
+750
| +300% | +$18.8K | 0.01% | 92 |
|
|
2022
Q3 | $6K | Sell |
250
-1,000
| -80% | -$24K | 0.01% | 96 |
|
|
2022
Q2 | $32K | Hold |
1,250
| – | – | 0.02% | 80 |
|
|
2022
Q1 | $43K | Hold |
1,250
| – | – | 0.02% | 76 |
|
|
2021
Q4 | $45K | Hold |
1,250
| – | – | 0.03% | 72 |
|
|
2021
Q3 | $42K | Sell |
1,250
-700
| -36% | -$23.5K | 0.03% | 67 |
|
|
2021
Q2 | $65K | Sell |
1,950
-100
| -5% | -$3.33K | 0.04% | 59 |
|
|
2021
Q1 | $65K | Sell |
2,050
-500
| -20% | -$15.9K | 0.05% | 58 |
|
|
2020
Q4 | $77K | Buy |
+2,550
| New | +$77K | 0.06% | 57 |
|