Synergy Asset Management’s Healthpeak Properties DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-471
| Closed | -$10.8K | – | 246 |
|
|
2024
Q4 | $10.8K | Buy |
+471
| New | +$10.8K | ﹤0.01% | 456 |
|
|
2023
Q2 | – | Sell |
-131,883
| Closed | -$2.9M | – | 99 |
|
|
2023
Q1 | $2.9M | Buy |
131,883
+13,101
| +11% | +$288K | 0.69% | 41 |
|
|
2022
Q4 | $2.98M | Buy |
118,782
+24,070
| +25% | +$603K | 0.76% | 39 |
|
|
2022
Q3 | $2.17M | Buy |
94,712
+3,883
| +4% | +$89K | 0.59% | 41 |
|
|
2022
Q2 | $2.35M | Buy |
+90,829
| New | +$2.35M | 0.62% | 43 |
|