SWM
Sugarloaf Wealth Management’s Healthpeak Properties DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-534
| Closed | -$11.7K | – | 699 |
|
|
2023
Q1 | $11.7K | Hold |
534
| – | – | ﹤0.01% | 453 |
|
|
2022
Q4 | $13.4K | Sell |
534
-1
| -0.2% | -$25 | ﹤0.01% | 458 |
|
|
2022
Q3 | $13K | Hold |
535
| – | – | ﹤0.01% | 472 |
|
|
2022
Q2 | $14K | Buy |
535
+1
| +0.2% | +$26 | ﹤0.01% | 456 |
|
|
2022
Q1 | $18K | Sell |
534
-1
| -0.2% | -$34 | ﹤0.01% | 412 |
|
|
2021
Q4 | $19K | Hold |
535
| – | – | ﹤0.01% | 428 |
|
|
2021
Q3 | $18K | Hold |
535
| – | – | ﹤0.01% | 438 |
|
|
2021
Q2 | $18K | Buy |
535
+1
| +0.2% | +$34 | ﹤0.01% | 426 |
|
|
2021
Q1 | $17 | Hold |
534
| – | – | 0.01% | 434 |
|
|
2020
Q4 | $16K | Hold |
534
| – | – | 0.01% | 419 |
|
|
2020
Q3 | $14K | Hold |
534
| – | – | 0.01% | 409 |
|
|
2020
Q2 | $15K | Hold |
534
| – | – | 0.01% | 390 |
|
|
2020
Q1 | $13K | Hold |
534
| – | – | 0.01% | 397 |
|
|
2019
Q4 | $18K | Buy |
+534
| New | +$18K | 0.01% | 384 |
|