Lenox Wealth Advisors’s Healthpeak Properties DOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $0 | Sell |
3
-33
| -92% | – | ﹤0.01% | 821 |
|
|
2021
Q4 | $1K | Sell |
36
-117
| -76% | -$3.25K | ﹤0.01% | 824 |
|
|
2021
Q3 | $5K | Hold |
153
| – | – | ﹤0.01% | 551 |
|
|
2021
Q2 | $5K | Sell |
153
-215
| -58% | -$7.03K | ﹤0.01% | 548 |
|
|
2021
Q1 | $12K | Buy |
+368
| New | +$12K | ﹤0.01% | 381 |
|
|
2020
Q3 | – | Sell |
-445
| Closed | -$12K | – | 581 |
|
|
2020
Q2 | $12K | Buy |
+445
| New | +$12K | ﹤0.01% | 354 |
|
|
2019
Q3 | – | Sell |
-224
| Closed | -$7K | – | 622 |
|
|
2019
Q2 | $7K | Hold |
224
| – | – | ﹤0.01% | 299 |
|
|
2019
Q1 | $7K | Hold |
224
| – | – | ﹤0.01% | 306 |
|
|
2018
Q4 | $6K | Hold |
224
| – | – | ﹤0.01% | 282 |
|
|
2018
Q3 | $6K | Hold |
224
| – | – | ﹤0.01% | 298 |
|
|
2018
Q2 | $6K | Buy |
+224
| New | +$6K | ﹤0.01% | 434 |
|