RWA Wealth Partners’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 | $319K | Sell |
18,199
-2,922
| -14% | -$51.2K | ﹤0.01% | 501 |
|
|
2025
Q1 | $427K | Sell |
21,121
-17,093
| -45% | -$346K | 0.01% | 426 |
|
|
2024
Q4 | $775K | Sell |
38,214
-59
| -0.2% | -$1.2K | 0.01% | 360 |
|
|
2024
Q3 | $875K | Sell |
38,273
-1,524
| -4% | -$34.9K | 0.01% | 342 |
|
|
2024
Q2 | $780K | Sell |
39,797
-1,698
| -4% | -$33.3K | 0.01% | 339 |
|
|
2024
Q1 | $778K | Buy |
41,495
+9,544
| +30% | +$179K | 0.01% | 338 |
|
|
2023
Q4 | $633K | Sell |
31,951
-750
| -2% | -$14.9K | 0.01% | 352 |
|
|
2023
Q3 | $600K | Sell |
32,701
-4,350
| -12% | -$79.9K | 0.01% | 237 |
|
|
2023
Q2 | $745K | Buy |
+37,051
| New | +$745K | 0.02% | 191 |
|