GWMIA
Global Wealth Management Investment Advisory’s Healthpeak Properties DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-560
| Closed | -$11.1K | – | 222 |
|
|
2023
Q4 | $11.1K | Buy |
560
+200
| +56% | +$3.96K | ﹤0.01% | 283 |
|
|
2023
Q3 | $6.61K | Hold |
360
| – | – | ﹤0.01% | 318 |
|
|
2023
Q2 | $7.24K | Buy |
+360
| New | +$7.24K | ﹤0.01% | 316 |
|
|
2022
Q3 | – | Sell |
-360
| Closed | -$9K | – | 231 |
|
|
2022
Q2 | $9K | Hold |
360
| – | – | ﹤0.01% | 291 |
|
|
2022
Q1 | $12K | Hold |
360
| – | – | ﹤0.01% | 302 |
|
|
2021
Q4 | $13K | Sell |
360
-1,000
| -74% | -$36.1K | ﹤0.01% | 289 |
|
|
2021
Q3 | $46K | Hold |
1,360
| – | – | 0.01% | 205 |
|
|
2021
Q2 | $45K | Hold |
1,360
| – | – | 0.02% | 202 |
|
|
2021
Q1 | $43K | Sell |
1,360
-53
| -4% | -$1.68K | 0.02% | 201 |
|
|
2020
Q4 | $43K | Buy |
1,413
+42
| +3% | +$1.28K | 0.02% | 191 |
|
|
2020
Q3 | $37K | Sell |
1,371
-541
| -28% | -$14.6K | 0.02% | 191 |
|
|
2020
Q2 | $53K | Hold |
1,912
| – | – | 0.02% | 186 |
|
|
2020
Q1 | $46K | Sell |
1,912
-35
| -2% | -$842 | 0.02% | 172 |
|
|
2019
Q4 | $67K | Buy |
1,947
+19
| +1% | +$654 | 0.03% | 161 |
|
|
2019
Q3 | $69K | Buy |
1,928
+46
| +2% | +$1.65K | 0.03% | 149 |
|
|
2019
Q2 | $60K | Buy |
1,882
+295
| +19% | +$9.41K | 0.03% | 160 |
|
|
2019
Q1 | $50K | Buy |
1,587
+80
| +5% | +$2.52K | 0.03% | 206 |
|
|
2018
Q4 | $42K | Buy |
+1,507
| New | +$42K | 0.02% | 227 |
|