Integrated Wealth Counsel’s Healthpeak Properties DOC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q4 | $3K | Sell |
100
-10
| -9% | -$300 | 0.01% | 200 |
|
2016
Q3 | $4K | Hold |
110
| – | – | 0.01% | 187 |
|
2016
Q2 | $4K | Hold |
110
| – | – | 0.01% | 74 |
|
2016
Q1 | $3K | Hold |
110
| – | – | 0.01% | 74 |
|
2015
Q4 | $4K | Hold |
110
| – | – | 0.01% | 69 |
|
2015
Q3 | $4K | Hold |
110
| – | – | 0.01% | 83 |
|
2015
Q2 | $4K | Buy |
+110
| New | +$4K | 0.01% | 80 |
|