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 |
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|
2022
Q2 | $200K | Sell |
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|
2022
Q1 | $275K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $204K | Sell |
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|
2019
Q4 | $312K | Sell |
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|
2019
Q3 | $347K | Buy |
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|
2019
Q2 | $299K | Buy |
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|
2019
Q1 | $288K | Buy |
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|
2018
Q4 | $228K | Sell |
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|
2018
Q3 | $238K | Sell |
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|
2018
Q2 | $293K | Sell |
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|
2018
Q1 | $333K | Sell |
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|
2017
Q4 | $421K | Sell |
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|
2017
Q3 | $573K | Sell |
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|
2017
Q2 | $750K | Buy |
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|
2017
Q1 | $714K | Sell |
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|
2016
Q4 | $703K | Sell |
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|
2016
Q3 | $905K | Sell |
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|
2016
Q2 | $871K | Sell |
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|
2016
Q1 | $921K | Buy |
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|
2015
Q4 | $1.04M | Buy |
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