AOWM
Alpha Omega Wealth Management’s Healthpeak Properties DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-3,150
| Closed | -$101K | – | 307 |
|
|
2019
Q2 | $101K | Hold |
3,150
| – | – | 0.04% | 199 |
|
|
2019
Q1 | $99K | Sell |
3,150
-400
| -11% | -$12.6K | 0.04% | 193 |
|
|
2018
Q4 | $99K | Hold |
3,550
| – | – | 0.05% | 178 |
|
|
2018
Q3 | $93K | Hold |
3,550
| – | – | 0.04% | 184 |
|
|
2018
Q2 | $92K | Hold |
3,550
| – | – | 0.05% | 186 |
|
|
2018
Q1 | $82K | Sell |
3,550
-3,750
| -51% | -$86.6K | 0.04% | 180 |
|
|
2017
Q4 | $190K | Hold |
7,300
| – | – | 0.09% | 125 |
|
|
2017
Q3 | $203K | Sell |
7,300
-450
| -6% | -$12.5K | 0.1% | 125 |
|
|
2017
Q2 | $248K | Hold |
7,750
| – | – | 0.13% | 109 |
|
|
2017
Q1 | $242K | Sell |
7,750
-650
| -8% | -$20.3K | 0.13% | 111 |
|
|
2016
Q4 | $250K | Buy |
+8,400
| New | +$250K | 0.13% | 106 |
|