MSWM
McGlone Suttner Wealth Management’s Healthpeak Properties DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-10,487
| Closed | -$212K | – | 192 |
|
|
2025
Q1 | $212K | Buy |
+10,487
| New | +$212K | 0.03% | 182 |
|
|
2024
Q4 | – | Sell |
-10,985
| Closed | -$251K | – | 179 |
|
|
2024
Q3 | $251K | Buy |
+10,985
| New | +$251K | 0.05% | 148 |
|
|
2024
Q1 | – | Sell |
-9,234
| Closed | -$183K | – | 329 |
|
|
2023
Q4 | $183K | Buy |
+9,234
| New | +$183K | 0.04% | 167 |
|