Steward Partners Investment Advisory’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 | $202K | Buy |
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|
2025
Q2 | $64.8K | Sell |
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|
2025
Q1 | $94.9K | Sell |
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|
2024
Q4 | $110K | Buy |
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|
2024
Q3 | $102K | Buy |
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|
2024
Q2 | $67.1K | Sell |
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|
2024
Q1 | $70.5K | Buy |
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|
2023
Q4 | $50.1K | Sell |
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|
2023
Q3 | $68.5K | Buy |
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|
2023
Q2 | $74.9K | Sell |
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|
2023
Q1 | $83.5K | Buy |
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|
2022
Q4 | $81.2K | Sell |
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|
2022
Q3 | $77K | Sell |
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|
2022
Q2 | $88K | Sell |
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|
2022
Q1 | $135K | Buy |
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|
2021
Q4 | $118K | Buy |
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|
2021
Q3 | $91K | Sell |
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|
2021
Q2 | $97K | Sell |
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|
2021
Q1 | $103K | Buy |
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|
2020
Q4 | $93K | Sell |
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|
2020
Q3 | $85K | Sell |
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|
2020
Q2 | $92K | Buy |
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|
2020
Q1 | $75K | Sell |
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|
2019
Q4 | $113K | Buy |
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|
2019
Q3 | $113K | Buy |
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|
2019
Q2 | $101K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $103K | Buy |
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|
2018
Q2 | $93K | Buy |
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|
2018
Q1 | $64K | Buy |
|