Ellevest Inc’s Healthpeak Properties DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-459
| Closed | -$10.1K | – | 690 |
|
|
2023
Q1 | $10.1K | Sell |
459
-43
| -9% | -$945 | ﹤0.01% | 1030 |
|
|
2022
Q4 | $12.6K | Sell |
502
-334
| -40% | -$8.37K | ﹤0.01% | 977 |
|
|
2022
Q3 | $19K | Sell |
836
-2,505
| -75% | -$56.9K | ﹤0.01% | 825 |
|
|
2022
Q2 | $87K | Sell |
3,341
-6,474
| -66% | -$169K | 0.01% | 443 |
|
|
2022
Q1 | $337K | Buy |
9,815
+1,203
| +14% | +$41.3K | 0.03% | 212 |
|
|
2021
Q4 | $311K | Buy |
8,612
+459
| +6% | +$16.6K | 0.03% | 199 |
|
|
2021
Q3 | $273K | Buy |
8,153
+849
| +12% | +$28.4K | 0.03% | 213 |
|
|
2021
Q2 | $243K | Sell |
7,304
-126
| -2% | -$4.19K | 0.02% | 215 |
|
|
2021
Q1 | $236K | Buy |
7,430
+1,907
| +35% | +$60.6K | 0.03% | 183 |
|
|
2020
Q4 | $167K | Buy |
5,523
+1,269
| +30% | +$38.4K | 0.02% | 197 |
|
|
2020
Q3 | $115K | Buy |
4,254
+1,220
| +40% | +$33K | 0.02% | 225 |
|
|
2020
Q2 | $84K | Buy |
3,034
+1,742
| +135% | +$48.2K | 0.02% | 243 |
|
|
2020
Q1 | $31K | Buy |
1,292
+868
| +205% | +$20.8K | 0.01% | 334 |
|
|
2019
Q4 | $15K | Buy |
+424
| New | +$15K | ﹤0.01% | 464 |
|