Wealthfront’s Healthpeak Properties DOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $2.22M | Buy |
84,458
+258
| +0.3% | +$6.79K | 0.02% | 113 |
|
|
2018
Q2 | $2.17M | Sell |
84,200
-11,874
| -12% | -$307K | 0.02% | 117 |
|
|
2018
Q1 | $2.23M | Buy |
96,074
+48,037
| +100% | +$1.12M | 0.02% | 120 |
|
|
2017
Q4 | $1.25M | Buy |
48,037
+28,241
| +143% | +$737K | 0.01% | 190 |
|
|
2017
Q3 | $551K | Sell |
19,796
-4,291
| -18% | -$119K | 0.01% | 308 |
|
|
2017
Q2 | $770K | Buy |
24,087
+14,519
| +152% | +$464K | 0.01% | 193 |
|
|
2017
Q1 | $299K | Buy |
9,568
+2,219
| +30% | +$69.3K | 0.01% | 333 |
|
|
2016
Q4 | $218K | Sell |
7,349
-921
| -11% | -$27.3K | ﹤0.01% | 359 |
|
|
2016
Q3 | $286K | Buy |
+8,270
| New | +$286K | 0.01% | 281 |
|
|
2015
Q4 | – | Sell |
-4,176
| Closed | -$142K | – | 475 |
|
|
2015
Q3 | $142K | Buy |
4,176
+1,035
| +33% | +$35.2K | 0.01% | 350 |
|
|
2015
Q2 | $104K | Sell |
3,141
-1,151
| -27% | -$38.1K | ﹤0.01% | 393 |
|
|
2015
Q1 | $169K | Buy |
4,292
+1,043
| +32% | +$41.1K | 0.01% | 279 |
|
|
2014
Q4 | $130K | Buy |
3,249
+848
| +35% | +$33.9K | 0.01% | 307 |
|
|
2014
Q3 | $87K | Buy |
2,401
+79
| +3% | +$2.86K | 0.01% | 306 |
|
|
2014
Q2 | $86K | Buy |
2,322
+987
| +74% | +$36.6K | 0.01% | 257 |
|
|
2014
Q1 | $47K | Buy |
+1,335
| New | +$47K | 0.01% | 280 |
|