WOSD
WFA of San Diego’s Healthpeak Properties DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.5K | Buy |
+1,000
| New | +$17.5K | 0.01% | 282 |
|
|
2024
Q3 | $17.5K | Hold |
765
| – | – | 0.01% | 250 |
|
|
2024
Q2 | $15K | Buy |
+765
| New | +$15K | 0.01% | 260 |
|
|
2023
Q3 | $14K | Hold |
765
| – | – | 0.01% | 259 |
|
|
2023
Q2 | $15.4K | Buy |
+765
| New | +$15.4K | 0.02% | 255 |
|
|
2023
Q1 | – | Sell |
-765
| Closed | -$19.2K | – | 149 |
|
|
2022
Q4 | $19.2K | Buy |
+765
| New | +$19.2K | 0.01% | 294 |
|
|
2022
Q3 | – | Sell |
-765
| Closed | -$20K | – | 160 |
|
|
2022
Q2 | $20K | Buy |
+765
| New | +$20K | 0.02% | 221 |
|