ProVise Management Group’s Healthpeak Properties DOC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q4
Sell
2019
Q3
$203K Buy
2017
Q3
Sell
2017
Q2
$207K Sell
2017
Q1
$212K Sell
2016
Q4
$233K Sell
2016
Q3
$3.19M Sell
2016
Q2
$3.14M Buy