CTA
Colonial Trust Advisors’s Healthpeak Properties DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-33
| Closed | -$614 | – | 833 |
|
|
2024
Q1 | $614 | Sell |
33
-370
| -92% | -$6.88K | ﹤0.01% | 895 |
|
|
2023
Q4 | $7.98K | Buy |
403
+35
| +10% | +$693 | ﹤0.01% | 534 |
|
|
2023
Q3 | $6.75K | Buy |
368
+6
| +2% | +$110 | ﹤0.01% | 562 |
|
|
2023
Q2 | $7.28K | Buy |
362
+5
| +1% | +$101 | ﹤0.01% | 572 |
|
|
2023
Q1 | $7.84K | Sell |
357
-2
| -0.6% | -$44 | ﹤0.01% | 555 |
|
|
2022
Q4 | $9K | Buy |
+359
| New | +$9K | ﹤0.01% | 536 |
|