Mascoma Wealth Management’s Healthpeak Properties DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-100
| Closed | -$2.51K | – | 624 |
|
|
2022
Q4 | $2.51K | Hold |
100
| – | – | ﹤0.01% | 553 |
|
|
2022
Q3 | $2K | Hold |
100
| – | – | ﹤0.01% | 555 |
|
|
2022
Q2 | $3K | Hold |
100
| – | – | ﹤0.01% | 543 |
|
|
2022
Q1 | $3K | Hold |
100
| – | – | ﹤0.01% | 536 |
|
|
2021
Q4 | $4K | Hold |
100
| – | – | ﹤0.01% | 467 |
|
|
2021
Q3 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 407 |
|
|
2021
Q2 | – | Sell |
-100
| Closed | -$3K | – | 191 |
|
|
2021
Q1 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 404 |
|
|
2019
Q2 | – | Sell |
-700
| Closed | -$22K | – | 390 |
|
|
2019
Q1 | $22K | Hold |
700
| – | – | 0.01% | 215 |
|
|
2018
Q4 | $20K | Hold |
700
| – | – | 0.02% | 211 |
|
|
2018
Q3 | $18K | Hold |
700
| – | – | 0.01% | 242 |
|
|
2018
Q2 | $18K | Hold |
700
| – | – | 0.01% | 229 |
|
|
2018
Q1 | $16K | Hold |
700
| – | – | 0.01% | 236 |
|
|
2017
Q4 | $17K | Hold |
700
| – | – | 0.01% | 225 |
|
|
2017
Q3 | $19K | Hold |
700
| – | – | 0.01% | 234 |
|
|
2017
Q2 | $22K | Buy |
+700
| New | +$22K | 0.01% | 226 |
|