Marshall & Sterling Wealth Advisors’s Healthpeak Properties DOC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$41K Sell
2,342
-294
-11% -$5.15K 0.03% 186
2025
Q1
$53.3K Buy
+2,636
New +$53.3K 0.04% 146