Optimum Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $20.3K | Hold |
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|
2025
Q2 | $18.6K | Hold |
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|
2025
Q1 | $21.5K | Sell |
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|
2024
Q4 | $34.3K | Sell |
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|
2024
Q3 | $116K | Sell |
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|
2024
Q2 | $106K | Sell |
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|
2024
Q1 | $126K | Buy |
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|
2023
Q4 | $12.5K | Hold |
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|
2023
Q3 | $11.6K | Hold |
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|
2023
Q2 | $12.7K | Hold |
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|
2023
Q1 | $13.8K | Hold |
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|
2022
Q4 | $15.8K | Hold |
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|
2022
Q3 | $14K | Sell |
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|
2022
Q2 | $55K | Hold |
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|
2022
Q1 | $73K | Hold |
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|
2021
Q4 | $77K | Hold |
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|
2021
Q3 | $71K | Sell |
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|
2021
Q2 | $251K | Hold |
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|
2021
Q1 | $239K | Hold |
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|
2020
Q4 | $228K | Hold |
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|
2020
Q3 | $204K | Sell |
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|
2020
Q2 | $216K | Hold |
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|
2020
Q1 | $187K | Hold |
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|
2019
Q4 | $270K | Hold |
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|
2019
Q3 | $279K | Buy |
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|
2019
Q2 | $48K | Hold |
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|
2019
Q1 | $47K | Sell |
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|
2018
Q4 | $84K | Hold |
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|
2018
Q3 | $79K | Hold |
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|
2018
Q2 | $77K | Hold |
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|
2018
Q1 | $70K | Buy |
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|
2015
Q1 | $65K | Sell |
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|
2014
Q4 | $106K | Buy |
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|
2014
Q3 | $65K | Hold |
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|
2014
Q2 | $62K | Buy |
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