SWA

Sutton Wealth Advisors’s Healthpeak Properties DOC Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$569	Buy	31 +6	+24%	+$110	﹤0.01%	812
2023 Q2	$503	Sell	25 -11	-31%	-$221	﹤0.01%	805
2023 Q1	$791	Sell	36 -226	-86%	-$4.97K	﹤0.01%	748
2022 Q4	$6.57K	Buy	262 +188	+254%	+$4.71K	﹤0.01%	1057
2022 Q3	$1.7K	Buy	74 +40	+118%	+$917	﹤0.01%	1202
2022 Q2	$881	Sell	34 -37	-52%	-$959	﹤0.01%	1318
2022 Q1	$2.44K	Buy	71 +46	+184%	+$1.58K	﹤0.01%	1179
2021 Q4	$902	Hold	25	–	–	﹤0.01%	1352
2021 Q3	$837	Hold	25	–	–	﹤0.01%	1252
2021 Q2	$832	Hold	25	–	–	﹤0.01%	1239
2021 Q1	$794	Hold	25	–	–	﹤0.01%	1215
2020 Q4	$756	Hold	25	–	–	﹤0.01%	1194
2020 Q3	$679	Hold	25	–	–	﹤0.01%	1165
2020 Q2	$689	Hold	25	–	–	﹤0.01%	1150
2020 Q1	$596	Hold	25	–	–	﹤0.01%	1132
2019 Q4	$862	Hold	25	–	–	﹤0.01%	1127
2019 Q3	$891	Hold	25	–	–	﹤0.01%	1121
2019 Q2	$800	Hold	25	–	–	﹤0.01%	1117
2019 Q1	$783	Hold	25	–	–	﹤0.01%	1125
2018 Q4	$698	Hold	25	–	–	﹤0.01%	1062
2018 Q3	$658	Sell	25 -387	-94%	-$10.2K	﹤0.01%	1068
2018 Q2	$10.6K	Sell	412 -90	-18%	-$2.32K	0.01%	815
2018 Q1	$11.7K	Buy	502 +390	+348%	+$9.06K	0.01%	770
2017 Q4	$2.92K	Hold	112	–	–	﹤0.01%	943
2017 Q3	$3.12K	Sell	112 -39	-26%	-$1.09K	﹤0.01%	919
2017 Q2	$4.83K	Buy	151 +39	+35%	+$1.25K	﹤0.01%	882
2017 Q1	$3.5K	Hold	112	–	–	﹤0.01%	889
2016 Q4	$3.33K	Sell	112 -1,515	-93%	-$45K	﹤0.01%	887
2016 Q3	$61.7K	Hold	1,627	–	–	0.06%	221
2016 Q2	$57.6K	Hold	1,627	–	–	0.05%	233
2016 Q1	$53K	Buy	+1,627	New	+$53K	0.05%	239