Curi Wealth Management’s Healthpeak Properties DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-624
| Closed | -$16K | – | 326 |
|
|
2022
Q2 | $16K | Hold |
624
| – | – | ﹤0.01% | 325 |
|
|
2022
Q1 | $21K | Hold |
624
| – | – | ﹤0.01% | 275 |
|
|
2021
Q4 | $22K | Buy |
+624
| New | +$22K | ﹤0.01% | 239 |
|
|
2021
Q1 | – | Sell |
-624
| Closed | -$18K | – | 206 |
|
|
2020
Q4 | $18K | Buy |
+624
| New | +$18K | 0.01% | 207 |
|