WAG
Wiser Advisor Group’s Healthpeak Properties DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,897
| Closed | -$38.4K | – | 100 |
|
|
2025
Q1 | $38.4K | Buy |
1,897
+28
| +1% | +$566 | 0.06% | 109 |
|
|
2024
Q4 | $37.9K | Buy |
1,869
+26
| +1% | +$527 | 0.06% | 110 |
|
|
2024
Q3 | $42.1K | Buy |
1,843
+25
| +1% | +$572 | 0.06% | 105 |
|
|
2024
Q2 | $35.6K | Buy |
1,818
+29
| +2% | +$568 | 0.06% | 115 |
|
|
2024
Q1 | $33.6K | Buy |
1,789
+30
| +2% | +$563 | 0.05% | 117 |
|
|
2023
Q4 | $34.8K | Buy |
+1,759
| New | +$34.8K | 0.06% | 116 |
|