Wealthcare Advisory Partners’s Healthpeak Properties DOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-3,127
| Closed | -$99K | – | 868 |
|
|
2021
Q1 | $99K | Buy |
+3,127
| New | +$99K | 0.01% | 670 |
|
|
2020
Q2 | – | Sell |
-2,332
| Closed | -$56K | – | 565 |
|
|
2020
Q1 | $56K | Buy |
2,332
+96
| +4% | +$2.31K | 0.01% | 487 |
|
|
2019
Q4 | $77K | Sell |
2,236
-3,000
| -57% | -$103K | 0.01% | 454 |
|
|
2019
Q3 | $187K | Buy |
5,236
+8
| +0.2% | +$286 | 0.03% | 285 |
|
|
2019
Q2 | $167K | Buy |
5,228
+9
| +0.2% | +$287 | 0.03% | 293 |
|
|
2019
Q1 | $163K | Buy |
5,219
+9
| +0.2% | +$281 | 0.03% | 266 |
|
|
2018
Q4 | $146K | Sell |
5,210
-230
| -4% | -$6.45K | 0.03% | 253 |
|
|
2018
Q3 | $143K | Sell |
5,440
-115
| -2% | -$3.02K | 0.03% | 264 |
|
|
2018
Q2 | $143K | Buy |
5,555
+11
| +0.2% | +$283 | 0.03% | 268 |
|
|
2018
Q1 | $129K | Buy |
5,544
+12
| +0.2% | +$279 | 0.03% | 243 |
|
|
2017
Q4 | $144K | Buy |
5,532
+3,248
| +142% | +$84.5K | 0.04% | 215 |
|
|
2017
Q3 | $64K | Buy |
+2,284
| New | +$64K | 0.02% | 277 |
|