Laurel Wealth Advisors (California)’s Healthpeak Properties DOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-7,721
| Closed | -$200K | – | 630 |
|
|
2022
Q2 | $200K | Sell |
7,721
-292
| -4% | -$8.85K | 0.02% | 646 |
|
|
2022
Q1 | $275K | Buy |
+8,013
| New | +$270K | 0.02% | 616 |
|
|
2020
Q2 | – | Sell |
-8,552
| Closed | -$204K | – | 381 |
|
|
2020
Q1 | $204K | Sell |
8,552
-509
| -6% | -$16.6K | 0.05% | 350 |
|
|
2019
Q4 | $312K | Sell |
9,061
-671
| -7% | -$23.5K | 0.05% | 334 |
|
|
2019
Q3 | $347K | Buy |
9,732
+370
| +4% | +$12.5K | 0.06% | 313 |
|
|
2019
Q2 | $299K | Buy |
9,362
+162
| +2% | +$5.04K | 0.07% | 299 |
|
|
2019
Q1 | $288K | Buy |
9,200
+1,022
| +12% | +$31.1K | 0.07% | 292 |
|
|
2018
Q4 | $228K | Sell |
8,178
-885
| -10% | -$24.5K | 0.07% | 297 |
|
|
2018
Q3 | $238K | Sell |
9,063
-2,320
| -20% | -$61K | 0.06% | 341 |
|
|
2018
Q2 | $293K | Sell |
11,383
-2,983
| -21% | -$70.3K | 0.08% | 261 |
|
|
2018
Q1 | $333K | Sell |
14,366
-1,789
| -11% | -$41.6K | 0.1% | 220 |
|
|
2017
Q4 | $421K | Sell |
16,155
-4,434
| -22% | -$118K | 0.12% | 193 |
|
|
2017
Q3 | $573K | Sell |
20,589
-2,879
| -12% | -$86.6K | 0.19% | 125 |
|
|
2017
Q2 | $750K | Buy |
23,468
+611
| +3% | +$19.4K | 0.27% | 100 |
|
|
2017
Q1 | $714K | Sell |
22,857
-807
| -3% | -$24.8K | 0.28% | 100 |
|
|
2016
Q4 | $703K | Sell |
23,664
-2,532
| -10% | -$77.2K | 0.32% | 89 |
|
|
2016
Q3 | $905K | Sell |
26,196
-846
| -3% | -$29.6K | 0.44% | 67 |
|
|
2016
Q2 | $871K | Sell |
27,042
-4,004
| -13% | -$124K | 0.42% | 66 |
|
|
2016
Q1 | $921K | Buy |
31,046
+1,208
| +4% | +$36.2K | 0.47% | 61 |
|
|
2015
Q4 | $1.04M | Buy |
+29,838
| New | +$998K | 0.54% | 53 |
|
Other funds holding DOC
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