Pathstone Family Office’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
Q3 | $347K | Buy |
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|
2023
Q2 | $321K | Sell |
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|
2023
Q1 | $444K | Sell |
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|
2022
Q4 | $1.41M | Buy |
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|
2022
Q3 | $1M | Buy |
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|
2022
Q2 | $397K | Sell |
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|
2022
Q1 | $538K | Sell |
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|
2021
Q4 | $566K | Buy |
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|
2021
Q3 | $523K | Buy |
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|
2021
Q2 | $477K | Buy |
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|
2021
Q1 | $319K | Buy |
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|
2020
Q4 | $82K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $3K | Buy |
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