Sheets Smith Wealth Management’s Healthpeak Properties DOC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2014
Q3
Sell
-6,239
Closed -$235K 258
2014
Q2
$235K Buy
6,239
+76
+1% +$2.86K 0.06% 226
2014
Q1
$218K Buy
+6,163
New +$218K 0.06% 226