Graves Light Lenhart Wealth’s Healthpeak Properties DOC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-290
Closed -$8K 281
2022
Q2
$8K Hold
290
﹤0.01% 502
2022
Q1
$10K Hold
290
﹤0.01% 539
2021
Q4
$10K Hold
290
﹤0.01% 601
2021
Q3
$10K Hold
290
﹤0.01% 554
2021
Q2
$10K Hold
290
﹤0.01% 557
2021
Q1
$9K Hold
290
﹤0.01% 578
2020
Q4
$9K Buy
+290
New +$9K ﹤0.01% 558