Prestige Wealth Management Group’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 | $2.51K | Hold |
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|
2025
Q2 | $2.29K | Hold |
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|
2025
Q1 | $2.65K | Hold |
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|
2024
Q4 | $2.66K | Hold |
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|
2024
Q3 | $3K | Hold |
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|
2024
Q2 | $2.57K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $1.14K | Sell |
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|
2023
Q2 | $5.13K | Buy |
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|
2023
Q1 | $3.08K | Hold |
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|
2022
Q4 | $3.51K | Sell |
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|
2022
Q3 | $7K | Hold |
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|
2022
Q2 | $8K | Sell |
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|
2022
Q1 | $11K | Sell |
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|
2021
Q4 | $12K | Hold |
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|
2021
Q3 | $11K | Hold |
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|
2021
Q2 | $11K | Hold |
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|
2021
Q1 | $10K | Hold |
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|
2020
Q4 | $10K | Sell |
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|
2020
Q3 | $11K | Sell |
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|
2020
Q2 | $21K | Buy |
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|
2020
Q1 | $12K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $4K | Buy |
|