Lenox 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
2020
Q2
$6K Sell
242
-60
-20% -$1.49K ﹤0.01% 507
2020
Q1
$7K Sell
302
-7,606
-96% -$176K ﹤0.01% 438
2019
Q4
$273K Buy
7,908
+145
+2% +$5.01K 0.08% 131
2019
Q3
$276K Buy
7,763
+7,398
+2,027% +$263K 0.08% 121
2019
Q2
$11K Buy
365
+193
+112% +$5.82K ﹤0.01% 421
2019
Q1
$5K Buy
+172
New +$5K ﹤0.01% 515