Financial Synergies Wealth Advisors’s Healthpeak Properties DOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-590
| Closed | -$11.1K | – | 168 |
|
|
2024
Q1 | $11.1K | Buy |
+590
| New | +$11.1K | ﹤0.01% | 245 |
|
|
2023
Q4 | – | Sell |
-577
| Closed | -$10.6K | – | 485 |
|
|
2023
Q3 | $10.6K | Buy |
577
+5
| +0.9% | +$92 | ﹤0.01% | 228 |
|
|
2023
Q2 | $11.5K | Buy |
572
+5
| +0.9% | +$101 | ﹤0.01% | 218 |
|
|
2023
Q1 | $12.5K | Buy |
+567
| New | +$12.5K | ﹤0.01% | 222 |
|