Capital Advisory Group Advisory Services’s Healthpeak Properties DOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-330
| Closed | -$12K | – | 256 |
|
|
2019
Q3 | $12K | Hold |
330
| – | – | 0.01% | 261 |
|
|
2019
Q2 | $11K | Hold |
330
| – | – | 0.01% | 269 |
|
|
2019
Q1 | $10K | Hold |
330
| – | – | 0.01% | 275 |
|
|
2018
Q4 | $9K | Hold |
330
| – | – | 0.01% | 255 |
|
|
2018
Q3 | $9K | Hold |
330
| – | – | 0.01% | 251 |
|
|
2018
Q2 | $9K | Hold |
330
| – | – | 0.01% | 240 |
|
|
2018
Q1 | $8K | Buy |
+330
| New | +$8K | 0.01% | 245 |
|