Kiely Wealth Advisory Group’s Healthpeak Properties DOC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$7.84K Hold
400
0.01% 215
2024
Q3
$8.73K Buy
+400
New +$8.73K 0.01% 209
2024
Q2
Sell
-400
Closed -$7.64K 306
2024
Q1
$7.64K Hold
400
﹤0.01% 184
2023
Q4
$7.78K Buy
+400
New +$7.78K ﹤0.01% 185