Ranch Capital Advisors’s Healthpeak Properties DOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-200
| Closed | -$7K | – | 259 |
|
|
2021
Q3 | $7K | Buy |
+200
| New | +$7K | ﹤0.01% | 508 |
|
|
2021
Q2 | – | Sell |
-200
| Closed | -$6K | – | 724 |
|
|
2021
Q1 | $6K | Hold |
200
| – | – | ﹤0.01% | 707 |
|
|
2020
Q4 | $6K | Hold |
200
| – | – | ﹤0.01% | 699 |
|
|
2020
Q3 | $5K | Hold |
200
| – | – | ﹤0.01% | 716 |
|
|
2020
Q2 | $5K | Hold |
200
| – | – | ﹤0.01% | 746 |
|
|
2020
Q1 | $4K | Sell |
200
-200
| -50% | -$4K | ﹤0.01% | 730 |
|
|
2019
Q4 | $14K | Buy |
+400
| New | +$14K | 0.01% | 604 |
|