Kingswood Wealth Advisors’s Healthpeak Properties DOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-17,773
| Closed | -$360K | – | 746 |
|
|
2024
Q4 | $360K | Sell |
17,773
-18,355
| -51% | -$372K | 0.03% | 545 |
|
|
2024
Q3 | $826K | Sell |
36,128
-2,242
| -6% | -$51.3K | 0.06% | 336 |
|
|
2024
Q2 | $752K | Buy |
38,370
+3,365
| +10% | +$66K | 0.07% | 293 |
|
|
2024
Q1 | $656K | Buy |
35,005
+10,469
| +43% | +$196K | 0.08% | 281 |
|
|
2023
Q4 | $486K | Buy |
+24,536
| New | +$486K | 0.06% | 352 |
|