WLPWM
Walled Lake Planning & Wealth Management’s Healthpeak Properties DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-271
| Closed | -$9K | – | 155 |
|
|
2021
Q3 | $9K | Buy |
271
+2
| +0.7% | +$66 | 0.01% | 262 |
|
|
2021
Q2 | $9K | Buy |
269
+2
| +0.7% | +$67 | 0.01% | 247 |
|
|
2021
Q1 | $8K | Buy |
267
+3
| +1% | +$90 | 0.01% | 245 |
|
|
2020
Q4 | $8K | Buy |
264
+3
| +1% | +$91 | 0.01% | 221 |
|
|
2020
Q3 | $7K | Buy |
261
+4
| +2% | +$107 | 0.01% | 236 |
|
|
2020
Q2 | $7K | Buy |
257
+4
| +2% | +$109 | 0.01% | 226 |
|
|
2020
Q1 | $6K | Buy |
253
+3
| +1% | +$71 | 0.01% | 215 |
|
|
2019
Q4 | $9K | Buy |
+250
| New | +$9K | 0.01% | 205 |
|