Financial Gravity Asset Management’s Healthpeak Properties DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-75
| Closed | -$1.42K | – | 1720 |
|
|
2024
Q1 | $1.42K | Buy |
+75
| New | +$1.42K | ﹤0.01% | 1173 |
|
|
2023
Q3 | – | Sell |
-20
| Closed | -$160 | – | 1387 |
|
|
2023
Q2 | $160 | Buy |
+20
| New | +$160 | ﹤0.01% | 1220 |
|
|
2023
Q1 | – | Sell |
-25
| Closed | -$199 | – | 1281 |
|
|
2022
Q4 | $199 | Buy |
+25
| New | +$199 | ﹤0.01% | 945 |
|
|
2019
Q4 | – | Sell |
-6
| Closed | – | – | 1451 |
|
|
2019
Q3 | $0 | Sell |
6
-90
| -94% | – | ﹤0.01% | 1284 |
|
|
2019
Q2 | $3K | Sell |
96
-229
| -70% | -$7.16K | ﹤0.01% | 787 |
|
|
2019
Q1 | $10K | Buy |
+325
| New | +$10K | 0.01% | 551 |
|
|
2018
Q3 | $5K | Sell |
170
-893
| -84% | -$26.3K | 0.01% | 723 |
|
|
2018
Q2 | $28K | Sell |
1,063
-1,495
| -58% | -$39.4K | 0.03% | 433 |
|
|
2018
Q1 | $60K | Buy |
+2,558
| New | +$60K | 0.06% | 262 |
|