Wealthspire Advisors (New York)’s Healthpeak Properties DOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-10,902
| Closed | -$365K | – | 560 |
|
|
2021
Q3 | $365K | Buy |
+10,902
| New | +$365K | 0.01% | 420 |
|
|
2021
Q2 | – | Sell |
-6,421
| Closed | -$204K | – | 452 |
|
|
2021
Q1 | $204K | Buy |
+6,421
| New | +$204K | ﹤0.01% | 669 |
|
|
2020
Q2 | – | Sell |
-8,911
| Closed | -$213K | – | 336 |
|
|
2020
Q1 | $213K | Buy |
+8,911
| New | +$213K | 0.01% | 473 |
|
|
2019
Q1 | – | Sell |
-655
| Closed | -$18K | – | 242 |
|
|
2018
Q4 | $18K | Buy |
+655
| New | +$18K | ﹤0.01% | 362 |
|