SWS
SYSTM Wealth Solutions’s Healthpeak Properties DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-7,878
| Closed | -$154K | – | 245 |
|
|
2024
Q2 | $154K | Sell |
7,878
-592
| -7% | -$11.6K | 0.03% | 210 |
|
|
2024
Q1 | $159K | Sell |
8,470
-3,716
| -30% | -$69.7K | 0.02% | 424 |
|
|
2023
Q4 | $241K | Sell |
12,186
-1,105
| -8% | -$21.9K | 0.03% | 358 |
|
|
2023
Q3 | $244K | Sell |
13,291
-8,008
| -38% | -$147K | 0.04% | 400 |
|
|
2023
Q2 | $428K | Buy |
21,299
+901
| +4% | +$18.1K | 0.06% | 336 |
|
|
2023
Q1 | $448K | Buy |
20,398
+7,985
| +64% | +$175K | 0.07% | 313 |
|
|
2022
Q4 | $311K | Buy |
+12,413
| New | +$311K | 0.04% | 429 |
|