CSWM
Cassady Schiller Wealth Management’s Healthpeak Properties DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.6K | Buy |
79
+8
| +11% | +$162 | ﹤0.01% | 642 |
|
|
2024
Q3 | $1.62K | Hold |
71
| – | – | ﹤0.01% | 401 |
|
|
2024
Q2 | $1.39K | Hold |
71
| – | – | ﹤0.01% | 410 |
|
|
2024
Q1 | $1.33K | Hold |
71
| – | – | ﹤0.01% | 440 |
|
|
2023
Q4 | $1.41K | Hold |
71
| – | – | ﹤0.01% | 401 |
|
|
2023
Q3 | $1.3K | Hold |
71
| – | – | ﹤0.01% | 419 |
|
|
2023
Q2 | $1.43K | Hold |
71
| – | – | ﹤0.01% | 429 |
|
|
2023
Q1 | $1.56K | Hold |
71
| – | – | ﹤0.01% | 406 |
|
|
2022
Q4 | $1.78K | Buy |
+71
| New | +$1.78K | ﹤0.01% | 420 |
|
|
2022
Q1 | – | Sell |
-71
| Closed | -$3K | – | 236 |
|
|
2021
Q4 | $3K | Buy |
+71
| New | +$3K | ﹤0.01% | 373 |
|