Accel Wealth Management’s Healthpeak Properties DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,684
| Closed | -$59K | – | 343 |
|
|
2023
Q1 | $59K | Buy |
2,684
+460
| +21% | +$10.1K | 0.02% | 441 |
|
|
2022
Q4 | $55.8K | Buy |
2,224
+13
| +0.6% | +$326 | 0.03% | 337 |
|
|
2022
Q3 | $53K | Buy |
2,211
+6
| +0.3% | +$144 | 0.03% | 350 |
|
|
2022
Q2 | $58K | Buy |
2,205
+6
| +0.3% | +$158 | 0.03% | 321 |
|
|
2022
Q1 | $77K | Buy |
2,199
+127
| +6% | +$4.45K | 0.04% | 289 |
|
|
2021
Q4 | $75K | Sell |
2,072
-532
| -20% | -$19.3K | 0.04% | 311 |
|
|
2021
Q3 | $87K | Buy |
2,604
+116
| +5% | +$3.88K | 0.06% | 242 |
|
|
2021
Q2 | $83K | Buy |
2,488
+2
| +0.1% | +$67 | 0.06% | 260 |
|
|
2021
Q1 | $79K | Buy |
2,486
+1
| +0% | +$32 | 0.06% | 247 |
|
|
2020
Q4 | $75K | Buy |
+2,485
| New | +$75K | 0.07% | 237 |
|