Integrated 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-2,489
| Closed | -$86K | – | 415 |
|
|
2016
Q3 | $86K | Sell |
2,489
-6,153
| -71% | -$213K | 0.03% | 334 |
|
|
2016
Q2 | $278K | Sell |
8,642
-111
| -1% | -$3.57K | 0.11% | 170 |
|
|
2016
Q1 | $260K | Buy |
8,753
+188
| +2% | +$5.58K | 0.11% | 154 |
|
|
2015
Q4 | $298K | Sell |
8,565
-66
| -0.8% | -$2.3K | 0.13% | 133 |
|
|
2015
Q3 | $293K | Buy |
8,631
+207
| +2% | +$7.03K | 0.13% | 138 |
|
|
2015
Q2 | $280K | Buy |
8,424
+540
| +7% | +$17.9K | 0.11% | 146 |
|
|
2015
Q1 | $310K | Buy |
+7,884
| New | +$310K | 0.13% | 134 |
|