Rise Advisors’s Healthpeak Properties DOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.58K | Buy |
147
+87
| +145% | +$1.53K | ﹤0.01% | 1179 |
|
|
2025
Q1 | $1.22K | Sell |
60
-1,247
| -95% | -$25.3K | ﹤0.01% | 1217 |
|
|
2024
Q4 | $26.5K | Buy |
1,307
+18
| +1% | +$365 | 0.01% | 460 |
|
|
2024
Q3 | $29.5K | Buy |
1,289
+17
| +1% | +$389 | 0.01% | 422 |
|
|
2024
Q2 | $24.9K | Buy |
1,272
+19
| +2% | +$372 | 0.01% | 477 |
|
|
2024
Q1 | $23.5K | Buy |
+1,253
| New | +$23.5K | 0.01% | 530 |
|