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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-249
| Closed | -$4K | – | 1135 |
|
|
2025
Q4 | $4K | Buy |
249
+118
| +90% | +$2.08K | ﹤0.01% | 629 |
|
|
2025
Q3 | $2.51K | Hold |
131
| – | – | ﹤0.01% | 698 |
|
|
2025
Q2 | $2.29K | Hold |
131
| – | – | ﹤0.01% | 712 |
|
|
2025
Q1 | $2.65K | Hold |
131
| – | – | ﹤0.01% | 688 |
|
|
2024
Q4 | $2.66K | Hold |
131
| – | – | ﹤0.01% | 729 |
|
|
2024
Q3 | $3K | Hold |
131
| – | – | ﹤0.01% | 696 |
|
|
2024
Q2 | $2.57K | Buy |
+131
| New | +$2.5K | ﹤0.01% | 673 |
|
|
2023
Q4 | – | Sell |
-62
| Closed | -$1.14K | – | 1042 |
|
|
2023
Q3 | $1.14K | Sell |
62
-193
| -76% | -$3.96K | ﹤0.01% | 860 |
|
|
2023
Q2 | $5.13K | Buy |
255
+115
| +82% | +$2.39K | ﹤0.01% | 593 |
|
|
2023
Q1 | $3.08K | Hold |
140
| – | – | ﹤0.01% | 672 |
|
|
2022
Q4 | $3.51K | Sell |
140
-161
| -53% | -$3.91K | ﹤0.01% | 711 |
|
|
2022
Q3 | $7K | Hold |
301
| – | – | ﹤0.01% | 480 |
|
|
2022
Q2 | $8K | Sell |
301
-11
| -4% | -$333 | ﹤0.01% | 470 |
|
|
2022
Q1 | $11K | Sell |
312
-7
| -2% | -$236 | ﹤0.01% | 441 |
|
|
2021
Q4 | $12K | Hold |
319
| – | – | ﹤0.01% | 450 |
|
|
2021
Q3 | $11K | Hold |
319
| – | – | ﹤0.01% | 467 |
|
|
2021
Q2 | $11K | Hold |
319
| – | – | ﹤0.01% | 456 |
|
|
2021
Q1 | $10K | Hold |
319
| – | – | ﹤0.01% | 480 |
|
|
2020
Q4 | $10K | Sell |
319
-79
| -20% | -$2.3K | ﹤0.01% | 458 |
|
|
2020
Q3 | $11K | Sell |
398
-347
| -47% | -$9.51K | ﹤0.01% | 425 |
|
|
2020
Q2 | $21K | Buy |
745
+229
| +44% | +$5.85K | 0.01% | 322 |
|
|
2020
Q1 | $12K | Buy |
+516
| New | +$16.8K | 0.01% | 351 |
|
|
2019
Q1 | – | Sell |
-137
| Closed | -$4K | – | 664 |
|
|
2018
Q4 | $4K | Buy |
+137
| New | +$3.79K | ﹤0.01% | 633 |
|
Other funds holding DOC
VPM
VCM
DAM
