WealthPLAN Partners’s Healthpeak Properties DOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-363
| Closed | -$7.3K | – | 505 |
|
|
2023
Q2 | $7.3K | Sell |
363
-59
| -14% | -$1.19K | ﹤0.01% | 846 |
|
|
2023
Q1 | $9.27K | Buy |
+422
| New | +$9.27K | ﹤0.01% | 880 |
|
|
2017
Q4 | – | Sell |
-7,528
| Closed | -$209K | – | 224 |
|
|
2017
Q3 | $209K | Buy |
7,528
+30
| +0.4% | +$833 | 0.06% | 178 |
|
|
2017
Q2 | $240K | Buy |
7,498
+7,039
| +1,534% | +$225K | 0.07% | 151 |
|
|
2017
Q1 | $14.3K | Buy |
+459
| New | +$14.3K | 0.05% | 219 |
|
|
2016
Q3 | $64.3K | Sell |
1,916
-2,425
| -56% | -$81.4K | 0.02% | 297 |
|
|
2016
Q2 | $79.5K | Buy |
+4,341
| New | +$79.5K | 0.01% | 701 |
|
|
2015
Q4 | $35.3K | Buy |
+3,030
| New | +$35.3K | 0.01% | 719 |
|
|
2015
Q2 | $33K | Sell |
989
-2,442
| -71% | -$81.5K | 0.01% | 217 |
|
|
2015
Q1 | $134K | Buy |
+3,431
| New | +$134K | 0.06% | 149 |
|