QWM
Quadcap Wealth Management’s Healthpeak Properties DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $654K | Buy |
37,372
+1,039
| +3% | +$18.2K | 0.08% | 213 |
|
|
2025
Q1 | $735K | Buy |
36,333
+13,788
| +61% | +$279K | 0.11% | 184 |
|
|
2024
Q4 | $457K | Sell |
22,545
-1,937
| -8% | -$39.3K | 0.07% | 251 |
|
|
2024
Q3 | $560K | Sell |
24,482
-589
| -2% | -$13.5K | 0.09% | 229 |
|
|
2024
Q2 | $491K | Buy |
25,071
+828
| +3% | +$16.2K | 0.09% | 246 |
|
|
2024
Q1 | $455K | Sell |
24,243
-5,444
| -18% | -$102K | 0.1% | 224 |
|
|
2023
Q4 | $588K | Buy |
+29,687
| New | +$588K | 0.15% | 178 |
|