Heritage Wealth Management (Arizona)’s Healthpeak Properties DOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $12.7K | Buy |
508
+254
| +100% | +$6.37K | ﹤0.01% | 737 |
|
|
2022
Q3 | $6K | Buy |
254
+54
| +27% | +$1.28K | ﹤0.01% | 728 |
|
|
2022
Q2 | $5.18K | Hold |
200
| – | – | ﹤0.01% | 763 |
|
|
2022
Q1 | $7K | Buy |
+200
| New | +$7K | ﹤0.01% | 750 |
|
|
2021
Q3 | $7K | Hold |
200
| – | – | ﹤0.01% | 693 |
|
|
2021
Q2 | $7K | Sell |
200
-175
| -47% | -$6.13K | ﹤0.01% | 699 |
|
|
2021
Q1 | $12K | Buy |
+375
| New | +$12K | 0.01% | 555 |
|