Gupta Wealth Management’s Healthpeak Properties DOC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q1 | $2.49M | Buy |
84,039
+10,841
| +15% | +$322K | 0.58% | 37 |
|
2015
Q4 | $2.55M | Sell |
73,198
-4,690
| -6% | -$163K | 0.65% | 34 |
|
2015
Q3 | $2.64M | Buy |
77,888
+2,348
| +3% | +$79.6K | 0.64% | 38 |
|
2015
Q2 | $2.51M | Buy |
75,540
+22,061
| +41% | +$733K | 0.62% | 47 |
|
2015
Q1 | $2.11M | Buy |
+53,479
| New | +$2.11M | 0.62% | 46 |
|