NewEdge Wealth’s Healthpeak Properties DOC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$239K Buy
14,082
+1,923
+16% +$32.6K ﹤0.01% 889
2025
Q1
$246K Buy
12,159
+2,066
+20% +$41.8K ﹤0.01% 820
2024
Q4
$205K Buy
10,093
+384
+4% +$7.78K ﹤0.01% 880
2024
Q3
$222K Buy
+9,709
New +$222K ﹤0.01% 814