ICA Group Wealth Management’s Healthpeak Properties DOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $784 | Sell |
40
-430
| -91% | -$8.43K | ﹤0.01% | 740 |
|
|
2024
Q1 | $8.81K | Sell |
470
-492
| -51% | -$9.22K | ﹤0.01% | 916 |
|
|
2023
Q4 | $19.1K | Buy |
+962
| New | +$19.1K | ﹤0.01% | 743 |
|
|
2023
Q3 | – | Sell |
-948
| Closed | -$19.1K | – | 455 |
|
|
2023
Q2 | $19.1K | Buy |
948
+5
| +0.5% | +$101 | ﹤0.01% | 705 |
|
|
2023
Q1 | $20.7K | Hold |
943
| – | – | ﹤0.01% | 655 |
|
|
2022
Q4 | $23.6K | Buy |
+943
| New | +$23.6K | 0.01% | 659 |
|