LWA
Lowe Wealth Advisors’s Healthpeak Properties DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-31
| Closed | -$1K | – | 246 |
|
|
2017
Q2 | $1K | Hold |
31
| – | – | ﹤0.01% | 199 |
|
|
2017
Q1 | $1K | Hold |
31
| – | – | ﹤0.01% | 200 |
|
|
2016
Q4 | $1K | Hold |
31
| – | – | ﹤0.01% | 208 |
|
|
2016
Q3 | $1K | Hold |
31
| – | – | ﹤0.01% | 221 |
|
|
2016
Q2 | $1K | Buy |
+31
| New | +$1K | ﹤0.01% | 226 |
|