TWA
TCI Wealth Advisors’s Healthpeak Properties DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-64
| Closed | -$1.41K | – | 754 |
|
|
2023
Q1 | $1.41K | Buy |
64
+53
| +482% | +$1.17K | ﹤0.01% | 2050 |
|
|
2022
Q4 | $276 | Sell |
11
-407
| -97% | -$10.2K | ﹤0.01% | 2291 |
|
|
2022
Q3 | $10K | Sell |
418
-12
| -3% | -$287 | ﹤0.01% | 998 |
|
|
2022
Q2 | $11K | Buy |
430
+399
| +1,287% | +$10.2K | ﹤0.01% | 938 |
|
|
2022
Q1 | $1K | Hold |
31
| – | – | ﹤0.01% | 2089 |
|
|
2021
Q4 | $1K | Hold |
31
| – | – | ﹤0.01% | 2180 |
|
|
2021
Q3 | $1K | Hold |
31
| – | – | ﹤0.01% | 2236 |
|
|
2021
Q2 | $1K | Hold |
31
| – | – | ﹤0.01% | 2180 |
|
|
2021
Q1 | $1K | Buy |
31
+20
| +182% | +$645 | ﹤0.01% | 2030 |
|
|
2020
Q4 | $0 | Sell |
11
-123
| -92% | – | ﹤0.01% | 1544 |
|
|
2020
Q3 | $4K | Buy |
134
+123
| +1,118% | +$3.67K | ﹤0.01% | 816 |
|
|
2020
Q2 | $0 | Hold |
11
| – | – | ﹤0.01% | 1487 |
|
|
2020
Q1 | $0 | Sell |
11
-80
| -88% | – | ﹤0.01% | 1524 |
|
|
2019
Q4 | $3K | Buy |
91
+64
| +237% | +$2.11K | ﹤0.01% | 1004 |
|
|
2019
Q3 | $1K | Buy |
27
+16
| +145% | +$593 | ﹤0.01% | 1254 |
|
|
2019
Q2 | $0 | Hold |
11
| – | – | ﹤0.01% | 1442 |
|
|
2019
Q1 | $0 | Hold |
11
| – | – | ﹤0.01% | 1425 |
|
|
2018
Q4 | $0 | Hold |
11
| – | – | ﹤0.01% | 1470 |
|
|
2018
Q3 | $0 | Hold |
11
| – | – | ﹤0.01% | 1473 |
|
|
2018
Q2 | $0 | Sell |
11
-33
| -75% | – | ﹤0.01% | 1523 |
|
|
2018
Q1 | $1K | Hold |
44
| – | – | ﹤0.01% | 1116 |
|
|
2017
Q4 | $1K | Buy |
+44
| New | +$1K | ﹤0.01% | 1167 |
|
|
2015
Q4 | – | Sell |
-25
| Closed | -$1K | – | 1034 |
|
|
2015
Q3 | $1K | Hold |
25
| – | – | ﹤0.01% | 873 |
|
|
2015
Q2 | $1K | Buy |
+25
| New | +$1K | ﹤0.01% | 874 |
|