RWP
Ridgecrest Wealth Partners’s Healthpeak Properties DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-10,493
| Closed | -$240K | – | 96 |
|
|
2022
Q3 | $240K | Hold |
10,493
| – | – | 0.2% | 81 |
|
|
2022
Q2 | $272K | Hold |
10,493
| – | – | 0.2% | 82 |
|
|
2022
Q1 | $360K | Hold |
10,493
| – | – | 0.23% | 80 |
|
|
2021
Q4 | $379K | Hold |
10,493
| – | – | 0.18% | 88 |
|
|
2021
Q3 | $351K | Buy |
+10,493
| New | +$351K | 0.19% | 84 |
|