JOYN Advisors’s Healthpeak Properties DOC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q1 | – | Sell |
-1,740
| Closed | -$49K | – | 454 |
|
2018
Q4 | $49K | Buy |
1,740
+363
| +26% | +$10.2K | 0.01% | 347 |
|
2018
Q3 | $36K | Buy |
1,377
+77
| +6% | +$2.01K | 0.01% | 487 |
|
2018
Q2 | $34K | Buy |
1,300
+1,275
| +5,100% | +$33.3K | 0.01% | 503 |
|
2018
Q1 | $1K | Buy |
+25
| New | +$1K | ﹤0.01% | 1171 |
|