PWA
Provenance Wealth Advisors’s Healthpeak Properties DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $200K | Hold |
11,399
| – | – | 0.03% | 120 |
|
|
2025
Q1 | $230K | Hold |
11,399
| – | – | 0.03% | 122 |
|
|
2024
Q4 | $231K | Hold |
11,399
| – | – | 0.03% | 135 |
|
|
2024
Q3 | $261K | Hold |
11,399
| – | – | 0.03% | 137 |
|
|
2024
Q2 | $223K | Hold |
11,399
| – | – | 0.03% | 133 |
|
|
2024
Q1 | $214K | Buy |
+11,399
| New | +$214K | 0.03% | 141 |
|