New England Private Wealth Advisors’s Healthpeak Properties DOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-6,000
| Closed | -$214K | – | 104 |
|
|
2019
Q3 | $214K | Buy |
+6,000
| New | +$214K | 0.05% | 148 |
|
|
2016
Q4 | – | Sell |
-6,588
| Closed | -$228K | – | 122 |
|
|
2016
Q3 | $228K | Hold |
6,588
| – | – | 0.08% | 110 |
|
|
2016
Q2 | $212K | Buy |
+6,588
| New | +$212K | 0.08% | 109 |
|
|
2016
Q1 | – | Sell |
-6,588
| Closed | -$229K | – | 122 |
|
|
2015
Q4 | $229K | Hold |
6,588
| – | – | 0.09% | 102 |
|
|
2015
Q3 | $224K | Hold |
6,588
| – | – | 0.1% | 94 |
|
|
2015
Q2 | $219K | Hold |
6,588
| – | – | 0.08% | 97 |
|
|
2015
Q1 | $259K | Hold |
6,588
| – | – | 0.1% | 84 |
|
|
2014
Q4 | $264K | Buy |
+6,588
| New | +$264K | 0.1% | 83 |
|