LFA
Legacy Financial Advisors’s Healthpeak Properties DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-702
| Closed | -$22K | – | 322 |
|
|
2019
Q1 | $22K | Buy |
702
+395
| +129% | +$12.4K | 0.01% | 429 |
|
|
2018
Q4 | $9K | Buy |
307
+175
| +133% | +$5.13K | ﹤0.01% | 586 |
|
|
2018
Q3 | $3K | Hold |
132
| – | – | ﹤0.01% | 759 |
|
|
2018
Q2 | $3K | Hold |
132
| – | – | ﹤0.01% | 774 |
|
|
2018
Q1 | $3K | Hold |
132
| – | – | ﹤0.01% | 708 |
|
|
2017
Q4 | $3K | Buy |
+132
| New | +$3K | ﹤0.01% | 695 |
|