Smith Salley Wealth Management’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
Q1 | – | Sell |
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|
2021
Q4 | $3.06M | Sell |
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|
2021
Q3 | $2.84M | Sell |
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|
2021
Q2 | $3.89M | Sell |
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|
2021
Q1 | $3.77M | Buy |
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|
2020
Q4 | $3.56M | Sell |
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|
2020
Q3 | $3.21M | Buy |
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|
2020
Q2 | $3.23M | Buy |
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|
2020
Q1 | $2.75M | Sell |
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|
2019
Q4 | $4.11M | Buy |
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|
2019
Q3 | $4.2M | Buy |
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|
2019
Q2 | $3.55M | Sell |
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|
2019
Q1 | $3.62M | Buy |
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|
2018
Q4 | $3.06M | Sell |
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|
2018
Q3 | $2.95M | Sell |
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|
2018
Q2 | $3.08M | Buy |
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|
2018
Q1 | $2.72M | Buy |
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|
2017
Q4 | $2.1M | Buy |
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|
2017
Q3 | $2.18M | Sell |
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|
2017
Q2 | $2.52M | Buy |
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|
2017
Q1 | $2.47M | Buy |
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|
2016
Q4 | $2.21M | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $1.47M | Sell |
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|
2015
Q4 | $1.74M | Sell |
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|
2015
Q3 | $1.74M | Sell |
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|
2015
Q2 | $1.72M | Buy |
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|
2015
Q1 | $1.81M | Buy |
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|
2014
Q4 | $1.66M | Buy |
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|
2014
Q3 | $1.19M | Buy |
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|
2014
Q2 | $407K | Buy |
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