SIMG
Sonora Investment Management Group’s Healthpeak Properties DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $233K | Sell |
13,331
-4,900
| -27% | -$85.8K | 0.02% | 247 |
|
|
2025
Q1 | $356K | Hold |
18,231
| – | – | 0.03% | 199 |
|
|
2024
Q4 | $356K | Buy |
18,231
+3,898
| +27% | +$76.2K | 0.03% | 198 |
|
|
2024
Q3 | $328K | Buy |
14,333
+120
| +0.8% | +$2.74K | 0.02% | 211 |
|
|
2024
Q2 | $266K | Hold |
14,213
| – | – | 0.02% | 234 |
|
|
2024
Q1 | $266K | Buy |
+14,213
| New | +$266K | 0.02% | 235 |
|