Loring Wolcott & Coolidge Fiduciary Advisors’s Healthpeak Properties DOC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-334	Closed	-$10K	–	412
2020 Q4	$10K	Buy	+334	New	+$9.72K	﹤0.01%	564
2017 Q3	–	Sell	-10,135	Closed	-$321K	–	813
2017 Q2	$321K	Hold	10,135	–	–	0.01%	226
2017 Q1	$317K	Hold	10,135	–	–	0.01%	222
2016 Q4	$301K	Sell	10,135 -993	-9%	-$30.3K	0.01%	228
2016 Q3	$385K	Hold	11,128	–	–	0.01%	205
2016 Q2	$359K	Hold	11,128	–	–	0.01%	208
2016 Q1	$330K	Hold	11,128	–	–	0.01%	209
2015 Q4	$388K	Hold	11,128	–	–	0.01%	217
2015 Q3	$370K	Hold	11,128	–	–	0.01%	222
2015 Q2	$370K	Sell	11,128 -417	-4%	-$15.2K	0.01%	222
2015 Q1	$454K	Hold	11,545	–	–	0.01%	216
2014 Q4	$463K	Buy	11,545 +2,563	+29%	+$102K	0.01%	209
2014 Q3	$325K	Hold	8,982	–	–	0.01%	220
2014 Q2	$338K	Sell	8,982 -15	-0.2%	-$565	0.01%	226
2014 Q1	$318K	Hold	8,997	–	–	0.01%	222
2013 Q4	$298K	Buy	8,997 +2,772	+45%	+$98.8K	0.01%	227
2013 Q3	$232K	Hold	6,225	–	–	0.01%	234
2013 Q2	$258K	Buy	+6,225	New	+$284K	0.01%	236