Venturi Wealth Management’s Healthpeak Properties DOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,566
| Closed | -$31.7K | – | 896 |
|
|
2024
Q4 | $31.7K | Sell |
1,566
-4,799
| -75% | -$97.3K | ﹤0.01% | 1150 |
|
|
2024
Q3 | $146K | Buy |
6,365
+5,343
| +523% | +$122K | 0.01% | 484 |
|
|
2024
Q2 | $20K | Buy |
1,022
+649
| +174% | +$12.7K | ﹤0.01% | 942 |
|
|
2024
Q1 | $6.99K | Buy |
373
+13
| +4% | +$244 | ﹤0.01% | 1007 |
|
|
2023
Q4 | $7.13K | Buy |
360
+196
| +120% | +$3.88K | ﹤0.01% | 949 |
|
|
2023
Q3 | $3.01K | Buy |
164
+137
| +507% | +$2.52K | ﹤0.01% | 1082 |
|
|
2023
Q2 | $543 | Buy |
+27
| New | +$543 | ﹤0.01% | 1071 |
|