Private Wealth Management Group’s Healthpeak Properties DOC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.96K | Sell |
112
-127
| -53% | -$2.23K | ﹤0.01% | 1086 |
|
2025
Q1 | $4.83K | Sell |
239
-1
| -0.4% | -$20 | ﹤0.01% | 739 |
|
2024
Q4 | $4.87K | Sell |
240
-190
| -44% | -$3.85K | ﹤0.01% | 753 |
|
2024
Q3 | $9.84K | Buy |
430
+5
| +1% | +$114 | ﹤0.01% | 460 |
|
2024
Q2 | $8.33K | Buy |
425
+58
| +16% | +$1.14K | ﹤0.01% | 498 |
|
2024
Q1 | $6.88K | Buy |
367
+136
| +59% | +$2.55K | ﹤0.01% | 521 |
|
2023
Q4 | $4.57K | Buy |
+231
| New | +$4.57K | ﹤0.01% | 659 |
|