Sutton Wealth Advisors’s Healthpeak Properties DOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $569 | Buy |
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|
2023
Q2 | $503 | Sell |
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|
2023
Q1 | $791 | Sell |
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|
2022
Q4 | $6.57K | Buy |
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|
2022
Q3 | $1.7K | Buy |
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|
2022
Q2 | $881 | Sell |
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|
2022
Q1 | $2.44K | Buy |
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|
2021
Q4 | $902 | Hold |
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|
2021
Q3 | $837 | Hold |
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|
2021
Q2 | $832 | Hold |
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|
2021
Q1 | $794 | Hold |
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|
2020
Q4 | $756 | Hold |
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|
2020
Q3 | $679 | Hold |
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|
2020
Q2 | $689 | Hold |
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|
2020
Q1 | $596 | Hold |
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|
2019
Q4 | $862 | Hold |
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|
2019
Q3 | $891 | Hold |
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|
2019
Q2 | $800 | Hold |
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|
2019
Q1 | $783 | Hold |
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|
2018
Q4 | $698 | Hold |
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|
2018
Q3 | $658 | Sell |
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|
2018
Q2 | $10.6K | Sell |
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|
2018
Q1 | $11.7K | Buy |
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|
2017
Q4 | $2.92K | Hold |
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|
2017
Q3 | $3.12K | Sell |
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|
2017
Q2 | $4.83K | Buy |
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|
2017
Q1 | $3.5K | Hold |
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|
2016
Q4 | $3.33K | Sell |
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|
2016
Q3 | $61.7K | Hold |
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|
2016
Q2 | $57.6K | Hold |
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|
2016
Q1 | $53K | Buy |
|