Tradition Wealth Management’s Healthpeak Properties DOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-903
| Closed | -$18K | – | 594 |
|
|
2023
Q4 | $18K | Buy |
903
+10
| +1% | +$199 | ﹤0.01% | 863 |
|
|
2023
Q3 | $16K | Buy |
893
+250
| +39% | +$4.48K | ﹤0.01% | 897 |
|
|
2023
Q2 | $13K | Buy |
643
+355
| +123% | +$7.18K | ﹤0.01% | 981 |
|
|
2023
Q1 | $6K | Hold |
288
| – | – | ﹤0.01% | 1102 |
|
|
2022
Q4 | $7K | Hold |
288
| – | – | ﹤0.01% | 970 |
|
|
2022
Q3 | $7K | Hold |
288
| – | – | ﹤0.01% | 998 |
|
|
2022
Q2 | $7K | Hold |
288
| – | – | ﹤0.01% | 892 |
|
|
2022
Q1 | $10K | Hold |
288
| – | – | ﹤0.01% | 896 |
|
|
2021
Q4 | $10K | Hold |
288
| – | – | ﹤0.01% | 917 |
|
|
2021
Q3 | $10K | Hold |
288
| – | – | ﹤0.01% | 905 |
|
|
2021
Q2 | $10K | Buy |
+288
| New | +$10K | ﹤0.01% | 942 |
|
|
2021
Q1 | – | Sell |
-288
| Closed | -$9K | – | 849 |
|
|
2020
Q4 | $9K | Buy |
+288
| New | +$9K | ﹤0.01% | 758 |
|