RFWA
RPg Family Wealth Advisory’s Healthpeak Properties DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-1,289
| Closed | -$29.9K | – | 243 |
|
|
2018
Q1 | $29.9K | Hold |
1,289
| – | – | 0.02% | 166 |
|
|
2017
Q4 | $33.6K | Hold |
1,289
| – | – | 0.03% | 166 |
|
|
2017
Q3 | $35.9K | Hold |
1,289
| – | – | 0.03% | 163 |
|
|
2017
Q2 | $41.2K | Hold |
1,289
| – | – | 0.04% | 181 |
|
|
2017
Q1 | $40.3K | Buy |
+1,289
| New | +$40.3K | 0.03% | 144 |
|