Old North State Trust’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 |
-740
| Closed | -$26K | – | 353 |
|
|
2019
Q3 | $26K | Hold |
740
| – | – | 0.02% | 252 |
|
|
2019
Q2 | $24K | Hold |
740
| – | – | 0.02% | 253 |
|
|
2019
Q1 | $23K | Hold |
740
| – | – | 0.02% | 261 |
|
|
2018
Q4 | $20K | Hold |
740
| – | – | 0.02% | 265 |
|
|
2018
Q3 | $19K | Buy |
+740
| New | +$19K | 0.02% | 271 |
|