AWM
Aevitas Wealth Management’s Healthpeak Properties DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,674
| Closed | -$52K | – | 160 |
|
|
2019
Q1 | $52K | Hold |
1,674
| – | – | 0.05% | 184 |
|
|
2018
Q4 | $47K | Hold |
1,674
| – | – | 0.05% | 183 |
|
|
2018
Q3 | $44K | Hold |
1,674
| – | – | 0.04% | 210 |
|
|
2018
Q2 | $43K | Hold |
1,674
| – | – | 0.04% | 209 |
|
|
2018
Q1 | $39K | Hold |
1,674
| – | – | 0.04% | 197 |
|
|
2017
Q4 | $44K | Buy |
+1,674
| New | +$44K | 0.04% | 189 |
|