WWM
Willingdon Wealth Management’s Healthpeak Properties DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Hold |
0
| – | – | – | 298 |
|
|
2017
Q2 | – | Hold |
0
| – | – | – | 84 |
|
|
2017
Q1 | – | Sell |
-27,779
| Closed | -$825K | – | 78 |
|
|
2016
Q4 | $825K | Sell |
27,779
-2,866
| -9% | -$85.1K | 0.39% | 85 |
|
|
2016
Q3 | $1.16M | Sell |
30,645
-6,140
| -17% | -$233K | 0.59% | 80 |
|
|
2016
Q2 | $1.3M | Sell |
36,785
-3,528
| -9% | -$125K | 0.67% | 70 |
|
|
2016
Q1 | $1.31M | Buy |
+40,313
| New | +$1.31M | 0.8% | 59 |
|