Harvest Investment Services’s Healthpeak Properties DOC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q4 | – | Sell |
-7,750
| Closed | -$210K | – | 218 |
|
2020
Q3 | $210K | Sell |
7,750
-909
| -10% | -$24.6K | 0.12% | 200 |
|
2020
Q2 | $238K | Buy |
+8,659
| New | +$238K | 0.14% | 163 |
|
2019
Q4 | – | Sell |
-7,972
| Closed | -$284K | – | 158 |
|
2019
Q3 | $284K | Buy |
+7,972
| New | +$284K | 0.14% | 120 |
|
2019
Q2 | – | Sell |
-8,681
| Closed | -$270K | – | 158 |
|
2019
Q1 | $270K | Buy |
8,681
+27
| +0.3% | +$840 | 0.16% | 118 |
|
2018
Q4 | $266K | Buy |
+8,654
| New | +$266K | 0.25% | 87 |
|