Private Vista’s Healthpeak Properties DOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $401K | Sell |
14,560
-459
| -3% | -$12.6K | 0.19% | 73 |
|
|
2020
Q1 | $358K | Hold |
15,019
| – | – | 0.14% | 90 |
|
|
2019
Q4 | $518K | Buy |
15,019
+51
| +0.3% | +$1.76K | 0.14% | 73 |
|
|
2019
Q3 | $534K | Buy |
14,968
+133
| +0.9% | +$4.75K | 0.14% | 75 |
|
|
2019
Q2 | $475K | Buy |
14,835
+4,560
| +44% | +$146K | 0.12% | 85 |
|
|
2019
Q1 | $322K | Buy |
10,275
+53
| +0.5% | +$1.66K | 0.08% | 121 |
|
|
2018
Q4 | $285K | Buy |
10,222
+109
| +1% | +$3.04K | 0.07% | 124 |
|
|
2018
Q3 | $266K | Hold |
10,113
| – | – | 0.05% | 132 |
|
|
2018
Q2 | $261K | Buy |
10,113
+40
| +0.4% | +$1.03K | 0.06% | 129 |
|
|
2018
Q1 | $234K | Buy |
+10,073
| New | +$234K | 0.07% | 119 |
|