WFG Advisors’s Healthpeak Properties DOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $224K | Sell |
7,016
-201
| -3% | -$6.42K | 0.05% | 346 |
|
|
2017
Q1 | $226K | Sell |
7,217
-928
| -11% | -$29.1K | 0.06% | 309 |
|
|
2016
Q4 | $242K | Sell |
8,145
-8,833
| -52% | -$262K | 0.06% | 327 |
|
|
2016
Q3 | $587K | Sell |
16,978
-3,466
| -17% | -$120K | 0.15% | 163 |
|
|
2016
Q2 | $659K | Sell |
20,444
-3,356
| -14% | -$108K | 0.18% | 142 |
|
|
2016
Q1 | $706K | Buy |
23,800
+5,350
| +29% | +$159K | 0.2% | 119 |
|
|
2015
Q4 | $643K | Buy |
18,450
+26
| +0.1% | +$906 | 0.19% | 132 |
|
|
2015
Q3 | $625K | Buy |
18,424
+1,357
| +8% | +$46K | 0.2% | 121 |
|
|
2015
Q2 | $567K | Buy |
17,067
+1,991
| +13% | +$66.1K | 0.16% | 144 |
|
|
2015
Q1 | $593K | Sell |
15,076
-531
| -3% | -$20.9K | 0.17% | 140 |
|
|
2014
Q4 | $626K | Sell |
15,607
-1,865
| -11% | -$74.8K | 0.13% | 180 |
|
|
2014
Q3 | $632K | Buy |
17,472
+1,137
| +7% | +$41.1K | 0.12% | 207 |
|
|
2014
Q2 | $616K | Sell |
16,335
-2,462
| -13% | -$92.8K | 0.11% | 208 |
|
|
2014
Q1 | $664K | Buy |
18,797
+9,834
| +110% | +$347K | 0.13% | 189 |
|
|
2013
Q4 | $296K | Buy |
8,963
+7,468
| +500% | +$247K | 0.04% | 428 |
|
|
2013
Q3 | $56K | Buy |
1,495
+81
| +6% | +$3.03K | 0.01% | 886 |
|
|
2013
Q2 | $59K | Buy |
+1,414
| New | +$59K | 0.01% | 824 |
|