Executive Wealth Management’s Healthpeak Properties DOC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q3
Sell
-940
Closed -$30K 301
2019
Q2
$30K Buy
940
+11
+1% +$351 ﹤0.01% 392
2019
Q1
$29K Sell
929
-128
-12% -$4K 0.01% 360
2018
Q4
$30K Buy
+1,057
New +$30K 0.01% 358