THWM
Taylor Hoffman Wealth Management’s Healthpeak Properties DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-244
| Closed | -$8K | – | 185 |
|
|
2019
Q4 | $8K | Hold |
244
| – | – | 0.01% | 327 |
|
|
2019
Q3 | $9K | Hold |
244
| – | – | 0.01% | 317 |
|
|
2019
Q2 | $8K | Sell |
244
-2,000
| -89% | -$65.6K | 0.01% | 304 |
|
|
2019
Q1 | $70K | Hold |
2,244
| – | – | 0.05% | 167 |
|
|
2018
Q4 | $63K | Hold |
2,244
| – | – | 0.06% | 159 |
|
|
2018
Q3 | $59K | Hold |
2,244
| – | – | 0.05% | 172 |
|
|
2018
Q2 | $58K | Hold |
2,244
| – | – | 0.05% | 168 |
|
|
2018
Q1 | $52K | Hold |
2,244
| – | – | 0.05% | 184 |
|
|
2017
Q4 | $59K | Buy |
+2,244
| New | +$59K | 0.06% | 173 |
|