Golden State Wealth Management’s Healthpeak Properties DOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-426
| Closed | -$10K | – | 339 |
|
|
2020
Q1 | $10K | Buy |
+426
| New | +$10K | ﹤0.01% | 619 |
|
|
2019
Q4 | – | Sell |
-426
| Closed | -$15K | – | 249 |
|
|
2019
Q3 | $15K | Hold |
426
| – | – | ﹤0.01% | 666 |
|
|
2019
Q2 | $13K | Sell |
426
-53
| -11% | -$1.62K | ﹤0.01% | 690 |
|
|
2019
Q1 | $15K | Buy |
+479
| New | +$15K | 0.01% | 680 |
|