One Wealth Advisors’s Healthpeak Properties DOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $255K | Hold |
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|
2023
Q2 | $279K | Hold |
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|
2023
Q1 | $305K | Buy |
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|
2022
Q4 | $341K | Sell |
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|
2022
Q3 | $316K | Buy |
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|
2022
Q2 | $354K | Buy |
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|
2022
Q1 | $462K | Buy |
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|
2021
Q4 | $479K | Sell |
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|
2021
Q3 | $489K | Hold |
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|
2021
Q2 | $486K | Hold |
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|
2021
Q1 | $464K | Buy |
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|
2020
Q4 | $438K | Buy |
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|
2020
Q3 | $388K | Hold |
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|
2020
Q2 | $394K | Hold |
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|
2020
Q1 | $341K | Hold |
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|
2019
Q4 | $493K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $457K | Hold |
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|
2019
Q1 | $447K | Hold |
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|
2018
Q4 | $399K | Sell |
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|
2018
Q3 | $771K | Hold |
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|
2018
Q2 | $756K | Hold |
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|
2018
Q1 | $681K | Buy |
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|
2017
Q4 | $751K | Buy |
|