Clarus Wealth Advisors’s Healthpeak Properties DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-120
| Closed | -$4K | – | 237 |
|
|
2019
Q2 | $4K | Hold |
120
| – | – | ﹤0.01% | 504 |
|
|
2019
Q1 | $4K | Hold |
120
| – | – | ﹤0.01% | 593 |
|
|
2018
Q4 | $3K | Hold |
120
| – | – | ﹤0.01% | 616 |
|
|
2018
Q3 | $3K | Buy |
120
+43
| +56% | +$1.08K | ﹤0.01% | 652 |
|
|
2018
Q2 | $2K | Buy |
+77
| New | +$2K | ﹤0.01% | 681 |
|