Perigon Wealth Management’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 | $197K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $248K | Hold |
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|
2017
Q3 | $264K | Hold |
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|
2017
Q2 | $303K | Hold |
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|
2017
Q1 | $297K | Hold |
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|
2016
Q4 | $306K | Sell |
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|
2016
Q3 | $408K | Hold |
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|
2016
Q2 | $380K | Sell |
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|
2016
Q1 | $355K | Hold |
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|
2015
Q4 | $417K | Sell |
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|
2015
Q3 | $438K | Sell |
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|
2015
Q2 | $485K | Buy |
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|
2015
Q1 | $508K | Buy |
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|
2014
Q4 | $297K | Buy |
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|
2014
Q3 | $261K | Sell |
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|
2014
Q2 | $427K | Buy |
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|
2014
Q1 | $375K | Buy |
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|
2013
Q4 | $351K | Buy |
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