Advocacy Wealth Management Services’s Healthpeak Properties DOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-11
| Closed | – | – | 147 |
|
|
2022
Q1 | $0 | Hold |
11
| – | – | ﹤0.01% | 194 |
|
|
2021
Q4 | $0 | Hold |
11
| – | – | ﹤0.01% | 187 |
|
|
2021
Q3 | $0 | Hold |
11
| – | – | ﹤0.01% | 180 |
|
|
2021
Q2 | $0 | Buy |
+11
| New | – | ﹤0.01% | 199 |
|
|
2016
Q2 | – | Sell |
-384
| Closed | -$11K | – | 410 |
|
|
2016
Q1 | $11K | Sell |
384
-220
| -36% | -$6.3K | 0.01% | 338 |
|
|
2015
Q4 | $21K | Buy |
+604
| New | +$21K | 0.02% | 260 |
|