CLA (CliftonLarsonAllen) Wealth Advisors’s Healthpeak Properties DOC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2017
Q1
Sell
-10,422
Closed -$310K 133
2016
Q4
$310K Sell
10,422
-1,235
-11% -$36.7K 0.04% 123
2016
Q3
$403K Buy
+11,657
New +$403K 0.05% 114