Trifecta Capital Advisors’s Healthpeak Properties DOC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$876 Hold
50
﹤0.01% 451
2025
Q1
$1.01K Hold
50
﹤0.01% 375
2024
Q4
$1.01K Hold
50
﹤0.01% 369
2024
Q3
$1.14K Hold
50
﹤0.01% 370
2024
Q2
$980 Hold
50
﹤0.01% 382
2024
Q1
$938 Hold
50
﹤0.01% 378
2023
Q4
$990 Buy
+50
New +$990 ﹤0.01% 397