RWA
Ropes Wealth Advisors’s Healthpeak Properties DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-21,100
| Closed | -$547K | – | 264 |
|
|
2022
Q2 | $547K | Hold |
21,100
| – | – | 0.11% | 157 |
|
|
2022
Q1 | $724K | Buy |
+21,100
| New | +$724K | 0.12% | 155 |
|
|
2019
Q1 | – | Sell |
-105
| Closed | -$3K | – | 515 |
|
|
2018
Q4 | $3K | Buy |
+105
| New | +$3K | ﹤0.01% | 474 |
|