Abound Wealth Management’s Healthpeak Properties DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-28
| Closed | -$557 | – | 1308 |
|
|
2024
Q2 | $557 | Buy |
+28
| New | +$557 | ﹤0.01% | 798 |
|
|
2023
Q4 | – | Sell |
-126
| Closed | -$2.32K | – | 1371 |
|
|
2023
Q3 | $2.32K | Sell |
126
-30
| -19% | -$553 | ﹤0.01% | 599 |
|
|
2023
Q2 | $3.13K | Buy |
156
+30
| +24% | +$602 | ﹤0.01% | 586 |
|
|
2023
Q1 | $2.78K | Hold |
126
| – | – | ﹤0.01% | 537 |
|
|
2022
Q4 | $3.17K | Buy |
126
+92
| +271% | +$2.31K | ﹤0.01% | 442 |
|
|
2022
Q3 | $788 | Buy |
+34
| New | +$788 | ﹤0.01% | 628 |
|