CWP
Concord Wealth Partners’s Healthpeak Properties DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-230
| Closed | -$4.31K | – | 863 |
|
|
2024
Q1 | $4.31K | Buy |
+230
| New | +$4.31K | ﹤0.01% | 672 |
|
|
2023
Q4 | – | Sell |
-230
| Closed | -$4.22K | – | 869 |
|
|
2023
Q3 | $4.22K | Buy |
+230
| New | +$4.22K | ﹤0.01% | 749 |
|
|
2022
Q3 | – | Sell |
-300
| Closed | -$8K | – | 399 |
|
|
2022
Q2 | $8K | Hold |
300
| – | – | ﹤0.01% | 724 |
|
|
2022
Q1 | $10K | Buy |
+300
| New | +$10K | ﹤0.01% | 775 |
|
|
2021
Q2 | – | Sell |
-21
| Closed | -$1K | – | 1060 |
|
|
2021
Q1 | $1K | Buy |
+21
| New | +$1K | ﹤0.01% | 898 |
|