Wealthspire Advisors (Maryland)’s Healthpeak Properties DOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-4,574
| Closed | -$143K | – | 872 |
|
|
2019
Q1 | $143K | Buy |
4,574
+65
| +1% | +$2.03K | 0.01% | 529 |
|
|
2018
Q4 | $126K | Buy |
4,509
+160
| +4% | +$4.47K | 0.01% | 535 |
|
|
2018
Q3 | $114K | Sell |
4,349
-15
| -0.3% | -$393 | 0.01% | 632 |
|
|
2018
Q2 | $113K | Buy |
4,364
+957
| +28% | +$24.8K | 0.01% | 655 |
|
|
2018
Q1 | $79K | Buy |
3,407
+1,775
| +109% | +$41.2K | 0.01% | 800 |
|
|
2017
Q4 | $43K | Buy |
1,632
+494
| +43% | +$13K | ﹤0.01% | 1065 |
|
|
2017
Q3 | $32K | Sell |
1,138
-99
| -8% | -$2.78K | ﹤0.01% | 1126 |
|
|
2017
Q2 | $40K | Buy |
1,237
+306
| +33% | +$9.9K | ﹤0.01% | 1019 |
|
|
2017
Q1 | $29K | Sell |
931
-113
| -11% | -$3.52K | ﹤0.01% | 958 |
|
|
2016
Q4 | $31K | Buy |
1,044
+396
| +61% | +$11.8K | ﹤0.01% | 897 |
|
|
2016
Q3 | $22K | Buy |
648
+146
| +29% | +$4.96K | ﹤0.01% | 1025 |
|
|
2016
Q2 | $16K | Buy |
502
+1
| +0.2% | +$32 | ﹤0.01% | 1065 |
|
|
2016
Q1 | $15K | Sell |
501
-107
| -18% | -$3.2K | ﹤0.01% | 1060 |
|
|
2015
Q4 | $21K | Buy |
+608
| New | +$21K | ﹤0.01% | 945 |
|