PS
Planned Solutions’s Healthpeak Properties DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,590
| Closed | -$36.4K | – | 242 |
|
|
2024
Q3 | $36.4K | Buy |
+1,590
| New | +$36.4K | 0.01% | 336 |
|
|
2024
Q1 | – | Sell |
-1,590
| Closed | -$31.5K | – | 206 |
|
|
2023
Q4 | $31.5K | Buy |
+1,590
| New | +$31.5K | 0.01% | 336 |
|
|
2021
Q1 | – | Sell |
-400
| Closed | -$12K | – | 151 |
|
|
2020
Q4 | $12K | Hold |
400
| – | – | 0.01% | 319 |
|
|
2020
Q3 | $11K | Buy |
+400
| New | +$11K | 0.01% | 249 |
|