ADL
Asset Dedication LLC’s Healthpeak Properties DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-10
| Closed | – | – | 979 |
|
|
2022
Q4 | $0 | Buy |
+10
| New | – | ﹤0.01% | 1023 |
|
|
2018
Q4 | – | Sell |
-250
| Closed | -$7K | – | 601 |
|
|
2018
Q3 | $7K | Buy |
+250
| New | +$7K | ﹤0.01% | 484 |
|
|
2016
Q2 | – | Sell |
-40
| Closed | -$1K | – | 370 |
|
|
2016
Q1 | $1K | Hold |
40
| – | – | ﹤0.01% | 390 |
|
|
2015
Q4 | $2K | Buy |
+40
| New | +$2K | ﹤0.01% | 548 |
|