Steward Partners Investment Advisory’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 | $64.8K | Sell |
3,700
-995
| -21% | -$17.4K | ﹤0.01% | 2344 |
|
|
2025
Q1 | $94.9K | Sell |
4,695
-755
| -14% | -$15.3K | ﹤0.01% | 2045 |
|
|
2024
Q4 | $110K | Buy |
5,450
+998
| +22% | +$20.2K | ﹤0.01% | 1926 |
|
|
2024
Q3 | $102K | Buy |
4,452
+1,029
| +30% | +$23.5K | ﹤0.01% | 1867 |
|
|
2024
Q2 | $67.1K | Sell |
3,423
-335
| -9% | -$6.57K | ﹤0.01% | 1960 |
|
|
2024
Q1 | $70.5K | Buy |
3,758
+1,230
| +49% | +$23.1K | ﹤0.01% | 1942 |
|
|
2023
Q4 | $50.1K | Sell |
2,528
-1,201
| -32% | -$23.8K | ﹤0.01% | 1996 |
|
|
2023
Q3 | $68.5K | Buy |
3,729
+1
| +0% | +$18 | ﹤0.01% | 1759 |
|
|
2023
Q2 | $74.9K | Sell |
3,728
-75
| -2% | -$1.51K | ﹤0.01% | 1719 |
|
|
2023
Q1 | $83.5K | Buy |
3,803
+565
| +17% | +$12.4K | ﹤0.01% | 1656 |
|
|
2022
Q4 | $81.2K | Sell |
3,238
-130
| -4% | -$3.26K | ﹤0.01% | 1628 |
|
|
2022
Q3 | $77K | Sell |
3,368
-38
| -1% | -$869 | ﹤0.01% | 1597 |
|
|
2022
Q2 | $88K | Sell |
3,406
-522
| -13% | -$13.5K | ﹤0.01% | 1547 |
|
|
2022
Q1 | $135K | Buy |
3,928
+656
| +20% | +$22.5K | ﹤0.01% | 1471 |
|
|
2021
Q4 | $118K | Buy |
3,272
+560
| +21% | +$20.2K | ﹤0.01% | 1526 |
|
|
2021
Q3 | $91K | Sell |
2,712
-200
| -7% | -$6.71K | ﹤0.01% | 1589 |
|
|
2021
Q2 | $97K | Sell |
2,912
-340
| -10% | -$11.3K | ﹤0.01% | 2333 |
|
|
2021
Q1 | $103K | Buy |
3,252
+190
| +6% | +$6.03K | ﹤0.01% | 1609 |
|
|
2020
Q4 | $93K | Sell |
3,062
-81
| -3% | -$2.46K | ﹤0.01% | 1392 |
|
|
2020
Q3 | $85K | Sell |
3,143
-192
| -6% | -$5.19K | ﹤0.01% | 1279 |
|
|
2020
Q2 | $92K | Buy |
3,335
+152
| +5% | +$4.19K | ﹤0.01% | 1188 |
|
|
2020
Q1 | $75K | Sell |
3,183
-99
| -3% | -$2.33K | ﹤0.01% | 1104 |
|
|
2019
Q4 | $113K | Buy |
3,282
+105
| +3% | +$3.62K | ﹤0.01% | 1088 |
|
|
2019
Q3 | $113K | Buy |
3,177
+4
| +0.1% | +$142 | ﹤0.01% | 1040 |
|
|
2019
Q2 | $101K | Buy |
+3,173
| New | +$101K | ﹤0.01% | 1053 |
|
|
2018
Q4 | – | Sell |
-3,908
| Closed | -$103K | – | 1090 |
|
|
2018
Q3 | $103K | Buy |
3,908
+322
| +9% | +$8.49K | ﹤0.01% | 922 |
|
|
2018
Q2 | $93K | Buy |
3,586
+804
| +29% | +$20.9K | 0.01% | 874 |
|
|
2018
Q1 | $64K | Buy |
+2,782
| New | +$64K | ﹤0.01% | 909 |
|