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