WealthTrust Axiom’s Healthpeak Properties DOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $180K | Hold |
10,262
| – | – | 0.05% | 236 |
|
|
2025
Q1 | $207K | Hold |
10,262
| – | – | 0.06% | 225 |
|
|
2024
Q4 | $208K | Sell |
10,262
-463
| -4% | -$9.39K | 0.06% | 230 |
|
|
2024
Q3 | $245K | Hold |
10,725
| – | – | 0.07% | 213 |
|
|
2024
Q2 | $210K | Hold |
10,725
| – | – | 0.07% | 220 |
|
|
2024
Q1 | $201K | Buy |
+10,725
| New | +$201K | 0.06% | 230 |
|