MAM
Mystic Asset Management’s Healthpeak Properties DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-9,400
| Closed | -$207K | – | 142 |
|
|
2023
Q1 | $207K | Hold |
9,400
| – | – | 0.11% | 145 |
|
|
2022
Q4 | $236K | Sell |
9,400
-100
| -1% | -$2.51K | 0.13% | 138 |
|
|
2022
Q3 | $217K | Hold |
9,500
| – | – | 0.14% | 134 |
|
|
2022
Q2 | $246K | Sell |
9,500
-100
| -1% | -$2.59K | 0.15% | 133 |
|
|
2022
Q1 | $329K | Sell |
9,600
-350
| -4% | -$12K | 0.18% | 127 |
|
|
2021
Q4 | $359K | Buy |
+9,950
| New | +$359K | 0.17% | 124 |
|