Mount Yale Investment Advisors’s Healthpeak Properties DOC Stock Holding History

Mount Yale Investment Advisors’s Portfolio DOC Stock Details DOC Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$31.7K	Buy
2018 Q4	–	Sell
2018 Q3	$29K	Sell
2018 Q2	$104K	Buy