BWA
BDO Wealth Advisors’s Healthpeak Properties DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-127
| Closed | -$3K | – | 1052 |
|
|
2022
Q2 | $3K | Hold |
127
| – | – | ﹤0.01% | 842 |
|
|
2022
Q1 | $4K | Hold |
127
| – | – | ﹤0.01% | 848 |
|
|
2021
Q4 | $5K | Hold |
127
| – | – | ﹤0.01% | 821 |
|
|
2021
Q3 | $4K | Hold |
127
| – | – | ﹤0.01% | 858 |
|
|
2021
Q2 | $4K | Hold |
127
| – | – | ﹤0.01% | 891 |
|
|
2021
Q1 | $4K | Hold |
127
| – | – | ﹤0.01% | 878 |
|
|
2020
Q4 | $4K | Hold |
127
| – | – | ﹤0.01% | 659 |
|
|
2020
Q3 | $3K | Buy |
+127
| New | +$3K | ﹤0.01% | 619 |
|
|
2020
Q2 | – | Sell |
-74
| Closed | -$2K | – | 710 |
|
|
2020
Q1 | $2K | Buy |
+74
| New | +$2K | ﹤0.01% | 665 |
|