Summit Trail Advisors’s Healthpeak Properties DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $237K | Buy |
+13,514
| New | +$237K | ﹤0.01% | 998 |
|
|
2025
Q1 | – | Sell |
-10,218
| Closed | -$207K | – | 434 |
|
|
2024
Q4 | $207K | Buy |
10,218
+431
| +4% | +$8.74K | 0.01% | 349 |
|
|
2024
Q3 | $224K | Buy |
+9,787
| New | +$224K | 0.01% | 645 |
|
|
2018
Q3 | – | Sell |
-700
| Closed | -$18K | – | 325 |
|
|
2018
Q2 | $18K | Buy |
+700
| New | +$18K | 0.01% | 397 |
|
|
2018
Q1 | – | Sell |
-1,302
| Closed | -$32K | – | 757 |
|
|
2017
Q4 | $32K | Buy |
+1,302
| New | +$32K | ﹤0.01% | 922 |
|