Stratos Wealth Partners’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
Q2
Sell
-7,701
Closed -$241K 966
2019
Q1
$241K Buy
+7,701
New +$235K 0.01% 798
2018
Q4
Sell
-11,726
Closed -$309K 1211
2018
Q3
$309K Buy
11,726
+34
+0.3% +$894 0.01% 695
2018
Q2
$302K Sell
11,692
-305
-3% -$7.19K 0.01% 747
2018
Q1
$279K Buy
11,997
+5,024
+72% +$117K 0.01% 752
2017
Q4
$182K Sell
6,973
-1,185
-15% -$31.4K 0.01% 920
2017
Q3
$227K Sell
8,158
-399
-5% -$12K 0.01% 799
2017
Q2
$273K Sell
8,557
-1,065
-11% -$33.8K 0.01% 667
2017
Q1
$301K Buy
9,622
+715
+8% +$22K 0.02% 581
2016
Q4
$265K Sell
8,907
-270
-3% -$8.23K 0.02% 551
2016
Q3
$317K Sell
9,177
-526
-5% -$18.4K 0.02% 463
2016
Q2
$313K Sell
9,703
-102
-1% -$3.17K 0.02% 435
2016
Q1
$291K Sell
9,805
-5,300
-35% -$159K 0.03% 424
2015
Q4
$526K Buy
15,105
+3,385
+29% +$113K 0.04% 294
2015
Q3
$398K Sell
11,720
-7,504
-39% -$259K 0.05% 307
2015
Q2
$639K Sell
19,224
-6,624
-26% -$241K 0.08% 219
2015
Q1
$1.02M Buy
25,848
+8,989
+53% +$361K 0.12% 169
2014
Q4
$676K Buy
16,859
+3,090
+22% +$123K 0.12% 174
2014
Q3
$498K Buy
13,769
+455
+3% +$17.3K 0.12% 162
2014
Q2
$502K Buy
+13,314
New +$501K 0.17% 154

Other funds holding DOC