Waverly Advisors’s Healthpeak Properties DOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-227
| Closed | -$6K | – | 232 |
|
|
2017
Q4 | $6K | Buy |
+227
| New | +$6K | ﹤0.01% | 357 |
|
|
2014
Q4 | – | Sell |
-110
| Closed | -$4K | – | 490 |
|
|
2014
Q3 | $4K | Hold |
110
| – | – | ﹤0.01% | 657 |
|
|
2014
Q2 | $4K | Hold |
110
| – | – | ﹤0.01% | 622 |
|
|
2014
Q1 | $4K | Hold |
110
| – | – | ﹤0.01% | 586 |
|
|
2013
Q4 | $4K | Buy |
+110
| New | +$4K | ﹤0.01% | 700 |
|