TW
DOC icon

TrinityPoint Wealth’s Healthpeak Properties DOC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q2
Sell
-6,443
Closed -$221K 285
2022
Q1
$221K Sell
6,443
-261
-4% -$8.95K 0.04% 289
2021
Q4
$242K Sell
6,704
-211
-3% -$7.62K 0.04% 274
2021
Q3
$232K Buy
+6,915
New +$232K 0.04% 275