Weaver Consulting Group’s Healthpeak Properties DOC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q4 | – | Sell |
-2,715
| Closed | -$74K | – | 328 |
|
2020
Q3 | $74K | Sell |
2,715
-150
| -5% | -$4.09K | 0.04% | 218 |
|
2020
Q2 | $79K | Hold |
2,865
| – | – | 0.05% | 210 |
|
2020
Q1 | $68K | Sell |
2,865
-200
| -7% | -$4.75K | 0.04% | 193 |
|
2019
Q4 | $109K | Hold |
3,065
| – | – | 0.06% | 161 |
|
2019
Q3 | $99K | Hold |
3,065
| – | – | 0.05% | 161 |
|
2019
Q2 | $98K | Buy |
+3,065
| New | +$98K | 0.05% | 154 |
|