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 |
|