SteelPeak Wealth’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 | $980K | Buy |
+55,944
| New | +$980K | 0.04% | 253 |
|
|
2024
Q2 | – | Sell |
-46,274
| Closed | -$868K | – | 460 |
|
|
2024
Q1 | $868K | Buy |
46,274
+9,109
| +25% | +$171K | 0.04% | 226 |
|
|
2023
Q4 | $736K | Buy |
+37,165
| New | +$736K | 0.04% | 230 |
|
|
2020
Q2 | – | Sell |
-25,736
| Closed | -$614K | – | 253 |
|
|
2020
Q1 | $614K | Buy |
+25,736
| New | +$614K | 0.1% | 139 |
|