Spire Wealth Management’s Healthpeak Properties DOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $20.6K | Sell |
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|
2025
Q2 | $21.2K | Buy |
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|
2025
Q1 | $24.4K | Sell |
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|
2024
Q4 | $24.7K | Buy |
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|
2024
Q3 | $26.5K | Hold |
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|
2024
Q2 | $22.7K | Sell |
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|
2024
Q1 | $34.5K | Buy |
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|
2023
Q4 | $21.7K | Buy |
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|
2023
Q3 | $18.1K | Buy |
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|
2023
Q2 | $19.7K | Hold |
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|
2023
Q1 | $21.5K | Buy |
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|
2022
Q4 | $9K | Buy |
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|
2022
Q3 | $8K | Sell |
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|
2022
Q2 | $19K | Buy |
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|
2022
Q1 | $19K | Sell |
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|
2021
Q4 | $49K | Buy |
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|
2021
Q3 | $26K | Hold |
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|
2021
Q2 | $26K | Sell |
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|
2021
Q1 | $50K | Buy |
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