UAS
United Asset Strategies’s Healthpeak Properties DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-32,401
| Closed | -$905K | – | 203 |
|
|
2018
Q4 | $905K | Buy |
32,401
+5,297
| +20% | +$148K | 0.25% | 92 |
|
|
2018
Q3 | $713K | Sell |
27,104
-114,619
| -81% | -$3.02M | 0.17% | 115 |
|
|
2018
Q2 | $3.66M | Buy |
141,723
+16,083
| +13% | +$415K | 0.97% | 37 |
|
|
2018
Q1 | $2.92M | Buy |
+125,640
| New | +$2.92M | 0.86% | 40 |
|