AWS
Aris Wealth Services’s Healthpeak Properties DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | $1.06M | Sell |
28,498
-139
| -0.5% | -$5.18K | 2.23% | 13 |
|
|
2015
Q2 | $1.04M | Sell |
28,637
-415
| -1% | -$15.1K | 0.96% | 21 |
|
|
2015
Q1 | $1.26M | Sell |
29,052
-55
| -0.2% | -$2.38K | 1.17% | 15 |
|
|
2014
Q4 | $1.28M | Buy |
29,107
+564
| +2% | +$24.8K | 1.43% | 15 |
|
|
2014
Q3 | $1.13M | Buy |
28,543
+1,991
| +7% | +$79K | 1.41% | 13 |
|
|
2014
Q2 | $1.1M | Buy |
26,552
+2,038
| +8% | +$84.4K | 1.44% | 13 |
|
|
2014
Q1 | $951K | Buy |
24,514
+1,315
| +6% | +$51K | 1.39% | 14 |
|
|
2013
Q4 | $843K | Buy |
23,199
+2,771
| +14% | +$101K | 1.42% | 11 |
|
|
2013
Q3 | $837K | Buy |
20,428
+1,458
| +8% | +$59.7K | 1.53% | 9 |
|
|
2013
Q2 | $862K | Buy |
+18,970
| New | +$862K | 1.84% | 8 |
|