KIA
Kraematon Investment Advisors’s Healthpeak Properties DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $219K | Sell |
12,524
-674
| -5% | -$11.8K | 0.21% | 85 |
|
|
2025
Q1 | $267K | Sell |
13,198
-1,151
| -8% | -$23.3K | 0.27% | 74 |
|
|
2024
Q4 | $291K | Sell |
14,349
-1,252
| -8% | -$25.4K | 0.29% | 71 |
|
|
2024
Q3 | $357K | Sell |
15,601
-2
| -0% | -$46 | 0.35% | 64 |
|
|
2024
Q2 | $306K | Hold |
15,603
| – | – | 0.31% | 68 |
|
|
2024
Q1 | $293K | Buy |
+15,603
| New | +$293K | 0.29% | 71 |
|