Spire Wealth Management’s Healthpeak Properties DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.2K | Buy |
1,211
+6
| +0.5% | +$105 | ﹤0.01% | 1503 |
|
|
2025
Q1 | $24.4K | Sell |
1,205
-12
| -1% | -$243 | ﹤0.01% | 1542 |
|
|
2024
Q4 | $24.7K | Buy |
1,217
+59
| +5% | +$1.2K | ﹤0.01% | 1550 |
|
|
2024
Q3 | $26.5K | Hold |
1,158
| – | – | ﹤0.01% | 1355 |
|
|
2024
Q2 | $22.7K | Sell |
1,158
-681
| -37% | -$13.3K | ﹤0.01% | 1404 |
|
|
2024
Q1 | $34.5K | Buy |
1,839
+742
| +68% | +$13.9K | ﹤0.01% | 1336 |
|
|
2023
Q4 | $21.7K | Buy |
1,097
+109
| +11% | +$2.15K | ﹤0.01% | 1509 |
|
|
2023
Q3 | $18.1K | Buy |
988
+8
| +0.8% | +$147 | ﹤0.01% | 1544 |
|
|
2023
Q2 | $19.7K | Hold |
980
| – | – | ﹤0.01% | 1597 |
|
|
2023
Q1 | $21.5K | Buy |
980
+617
| +170% | +$13.6K | ﹤0.01% | 1585 |
|
|
2022
Q4 | $9K | Buy |
363
+3
| +0.8% | +$74 | ﹤0.01% | 1647 |
|
|
2022
Q3 | $8K | Sell |
360
-374
| -51% | -$8.31K | ﹤0.01% | 1617 |
|
|
2022
Q2 | $19K | Buy |
734
+169
| +30% | +$4.38K | ﹤0.01% | 1685 |
|
|
2022
Q1 | $19K | Sell |
565
-780
| -58% | -$26.2K | ﹤0.01% | 1830 |
|
|
2021
Q4 | $49K | Buy |
1,345
+564
| +72% | +$20.5K | ﹤0.01% | 1743 |
|
|
2021
Q3 | $26K | Hold |
781
| – | – | ﹤0.01% | 1741 |
|
|
2021
Q2 | $26K | Sell |
781
-780
| -50% | -$26K | ﹤0.01% | 1764 |
|
|
2021
Q1 | $50K | Buy |
+1,561
| New | +$50K | ﹤0.01% | 1717 |
|