KOMWMG
Kerntke Otto McGlone Wealth Management Group’s Healthpeak Properties DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-7,614
| Closed | -$207K | – | 124 |
|
|
2020
Q3 | $207K | Sell |
7,614
-2,980
| -28% | -$81K | 0.15% | 99 |
|
|
2020
Q2 | $292K | Buy |
10,594
+100
| +1% | +$2.76K | 0.27% | 76 |
|
|
2020
Q1 | $250K | Buy |
10,494
+166
| +2% | +$3.96K | 0.28% | 68 |
|
|
2019
Q4 | $356K | Buy |
+10,328
| New | +$356K | 0.3% | 68 |
|