Capital Asset 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
2022
Q3
Sell
-12,450
Closed -$323K 491
2022
Q2
$323K Buy
12,450
+652
+6% +$16.9K 0.04% 297
2022
Q1
$405K Buy
+11,798
New +$405K 0.04% 280
2021
Q1
Sell
-844
Closed -$26K 880
2020
Q4
$26K Buy
+844
New +$26K ﹤0.01% 783