LFA
LGT Financial Advisors’s Healthpeak Properties DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $141 | Buy |
+8
| New | +$141 | ﹤0.01% | 571 |
|
|
2024
Q3 | – | Sell |
-1,792
| Closed | -$35.1K | – | 719 |
|
|
2024
Q2 | $35.1K | Buy |
1,792
+26
| +1% | +$510 | 0.07% | 202 |
|
|
2024
Q1 | $33.1K | Buy |
1,766
+31
| +2% | +$581 | 0.04% | 274 |
|
|
2023
Q4 | $34.4K | Buy |
1,735
+31
| +2% | +$614 | 0.04% | 252 |
|
|
2023
Q3 | $31.3K | Buy |
+1,704
| New | +$31.3K | 0.04% | 268 |
|