HWA
Hilltop Wealth Advisors’s Healthpeak Properties DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-8,143
| Closed | -$204K | – | 38 |
|
|
2022
Q4 | $204K | Buy |
+8,143
| New | +$204K | 0.17% | 39 |
|
|
2022
Q3 | – | Sell |
-8,143
| Closed | -$211K | – | 37 |
|
|
2022
Q2 | $211K | Hold |
8,143
| – | – | 0.21% | 30 |
|
|
2022
Q1 | $280K | Hold |
8,143
| – | – | 0.24% | 24 |
|
|
2021
Q4 | $294K | Hold |
8,143
| – | – | 0.2% | 31 |
|
|
2021
Q3 | $273K | Hold |
8,143
| – | – | 0.19% | 33 |
|
|
2021
Q2 | $271K | Hold |
8,143
| – | – | 0.19% | 33 |
|
|
2021
Q1 | $258K | Hold |
8,143
| – | – | 0.2% | 32 |
|
|
2020
Q4 | $246K | Hold |
8,143
| – | – | 0.22% | 31 |
|
|
2020
Q3 | $221K | Hold |
8,143
| – | – | 0.22% | 27 |
|
|
2020
Q2 | $224K | Buy |
+8,143
| New | +$224K | 0.25% | 27 |
|
|
2020
Q1 | – | Sell |
-8,143
| Closed | -$281K | – | 27 |
|
|
2019
Q4 | $281K | Buy |
+8,143
| New | +$281K | 0.29% | 25 |
|