Smith Shellnut Wilson’s Healthpeak Properties DOC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q1
Sell
-8,687
Closed -$227K 125
2017
Q4
$227K Buy
8,687
+272
+3% +$7.11K 0.19% 117
2017
Q3
$234K Buy
+8,415
New +$234K 0.21% 115