Liberty 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,696
| Closed | -$56K | – | 403 |
|
|
2021
Q3 | $56K | Buy |
1,696
+39
| +2% | +$1.29K | 0.02% | 398 |
|
|
2021
Q2 | $55K | Hold |
1,657
| – | – | 0.02% | 302 |
|
|
2021
Q1 | $50K | Hold |
1,657
| – | – | 0.02% | 279 |
|
|
2020
Q4 | $50K | Hold |
1,657
| – | – | 0.02% | 276 |
|
|
2020
Q3 | $45K | Hold |
1,657
| – | – | 0.03% | 250 |
|
|
2020
Q2 | $46K | Hold |
1,657
| – | – | 0.03% | 230 |
|
|
2020
Q1 | $40K | Hold |
1,657
| – | – | 0.03% | 236 |
|
|
2019
Q4 | $57K | Buy |
1,657
+14
| +0.9% | +$482 | 0.04% | 223 |
|
|
2019
Q3 | $59K | Sell |
1,643
-1,400
| -46% | -$50.3K | 0.06% | 204 |
|
|
2019
Q2 | $97K | Buy |
3,043
+1,400
| +85% | +$44.6K | 0.09% | 170 |
|
|
2019
Q1 | $51K | Buy |
1,643
+25
| +2% | +$776 | 0.04% | 199 |
|
|
2018
Q4 | $45K | Buy |
+1,618
| New | +$45K | 0.03% | 201 |
|