Edge Wealth Management’s Healthpeak Properties DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-200
| Closed | -$6K | – | 481 |
|
|
2020
Q2 | $6K | Hold |
200
| – | – | ﹤0.01% | 520 |
|
|
2020
Q1 | $5K | Hold |
200
| – | – | ﹤0.01% | 475 |
|
|
2019
Q4 | $7K | Hold |
200
| – | – | ﹤0.01% | 452 |
|
|
2019
Q3 | $7K | Hold |
200
| – | – | ﹤0.01% | 441 |
|
|
2019
Q2 | $6K | Hold |
200
| – | – | ﹤0.01% | 459 |
|
|
2019
Q1 | $6K | Hold |
200
| – | – | ﹤0.01% | 444 |
|
|
2018
Q4 | $6K | Hold |
200
| – | – | ﹤0.01% | 449 |
|
|
2018
Q3 | $5K | Hold |
200
| – | – | ﹤0.01% | 493 |
|
|
2018
Q2 | $5K | Hold |
200
| – | – | ﹤0.01% | 481 |
|
|
2018
Q1 | $5K | Hold |
200
| – | – | ﹤0.01% | 445 |
|
|
2017
Q4 | $5K | Hold |
200
| – | – | ﹤0.01% | 441 |
|
|
2017
Q3 | $6K | Hold |
200
| – | – | ﹤0.01% | 423 |
|
|
2017
Q2 | $6K | Hold |
200
| – | – | ﹤0.01% | 407 |
|
|
2017
Q1 | $6K | Hold |
200
| – | – | ﹤0.01% | 388 |
|
|
2016
Q4 | $6K | Sell |
200
-20
| -9% | -$600 | ﹤0.01% | 379 |
|
|
2016
Q3 | $8K | Sell |
220
-12
| -5% | -$436 | ﹤0.01% | 351 |
|
|
2016
Q2 | $7K | Hold |
232
| – | – | ﹤0.01% | 339 |
|
|
2016
Q1 | $7K | Hold |
232
| – | – | ﹤0.01% | 313 |
|
|
2015
Q4 | $8K | Buy |
232
+1
| +0.4% | +$34 | ﹤0.01% | 309 |
|
|
2015
Q3 | $8K | Hold |
231
| – | – | ﹤0.01% | 307 |
|
|
2015
Q2 | $8K | Hold |
231
| – | – | ﹤0.01% | 312 |
|
|
2015
Q1 | $9K | Buy |
+231
| New | +$9K | ﹤0.01% | 311 |
|