CPA
Clear Perspective Advisors’s Healthpeak Properties DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-225
| Closed | -$6K | – | 210 |
|
|
2018
Q2 | $6K | Hold |
225
| – | – | ﹤0.01% | 409 |
|
|
2018
Q1 | $5K | Sell |
225
-940
| -81% | -$20.9K | ﹤0.01% | 401 |
|
|
2017
Q4 | $30K | Hold |
1,165
| – | – | 0.02% | 263 |
|
|
2017
Q3 | $32K | Sell |
1,165
-1,000
| -46% | -$27.5K | 0.03% | 259 |
|
|
2017
Q2 | $69K | Hold |
2,165
| – | – | 0.06% | 199 |
|
|
2017
Q1 | $68K | Sell |
2,165
-2,025
| -48% | -$63.6K | 0.05% | 189 |
|
|
2016
Q4 | $125K | Buy |
+4,190
| New | +$125K | 0.08% | 151 |
|