Evoke Wealth’s Healthpeak Properties DOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-2,443
| Closed | -$56K | – | 575 |
|
|
2022
Q3 | $56K | Hold |
2,443
| – | – | ﹤0.01% | 501 |
|
|
2022
Q2 | $63K | Sell |
2,443
-390
| -14% | -$10.1K | ﹤0.01% | 476 |
|
|
2022
Q1 | $97K | Buy |
2,833
+55
| +2% | +$1.88K | ﹤0.01% | 441 |
|
|
2021
Q4 | $100K | Buy |
2,778
+12
| +0.4% | +$432 | ﹤0.01% | 451 |
|
|
2021
Q3 | $92K | Hold |
2,766
| – | – | ﹤0.01% | 436 |
|
|
2021
Q2 | $92K | Sell |
2,766
-11
| -0.4% | -$366 | ﹤0.01% | 452 |
|
|
2021
Q1 | $88K | Buy |
2,777
+1,269
| +84% | +$40.2K | ﹤0.01% | 393 |
|
|
2020
Q4 | $46K | Buy |
1,508
+4
| +0.3% | +$122 | ﹤0.01% | 386 |
|
|
2020
Q3 | $41K | Sell |
1,504
-69
| -4% | -$1.88K | ﹤0.01% | 385 |
|
|
2020
Q2 | $43K | Sell |
1,573
-231
| -13% | -$6.32K | ﹤0.01% | 365 |
|
|
2020
Q1 | $43K | Sell |
1,804
-1,322
| -42% | -$31.5K | 0.01% | 357 |
|
|
2019
Q4 | $108K | Buy |
3,126
+99
| +3% | +$3.41K | 0.01% | 313 |
|
|
2019
Q3 | $108K | Buy |
+3,027
| New | +$108K | 0.01% | 354 |
|