WFG 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
2017 Q2	$224K	Sell	7,016 -201	-3%	-$6.37K	0.05%	346
2017 Q1	$226K	Sell	7,217 -928	-11%	-$28.5K	0.06%	309
2016 Q4	$242K	Sell	8,145 -8,833	-52%	-$269K	0.06%	327
2016 Q3	$587K	Sell	16,978 -3,466	-17%	-$121K	0.15%	163
2016 Q2	$659K	Sell	20,444 -3,356	-14%	-$104K	0.18%	142
2016 Q1	$706K	Buy	23,800 +5,350	+29%	+$160K	0.2%	119
2015 Q4	$643K	Buy	18,450 +26	+0.1%	+$870	0.19%	132
2015 Q3	$625K	Buy	18,424 +1,357	+8%	+$46.9K	0.2%	121
2015 Q2	$567K	Buy	17,067 +1,991	+13%	+$72.5K	0.16%	144
2015 Q1	$593K	Sell	15,076 -531	-3%	-$21.3K	0.17%	140
2014 Q4	$626K	Sell	15,607 -1,865	-11%	-$74K	0.13%	180
2014 Q3	$632K	Buy	17,472 +1,137	+7%	+$43.1K	0.12%	207
2014 Q2	$616K	Sell	16,335 -2,462	-13%	-$92.7K	0.12%	208
2014 Q1	$664K	Buy	18,797 +9,834	+110%	+$340K	0.13%	189
2013 Q4	$296K	Buy	8,963 +7,468	+500%	+$266K	0.04%	428
2013 Q3	$56K	Buy	1,495 +81	+6%	+$3.16K	0.01%	886
2013 Q2	$59K	Buy	+1,414	New	+$64.5K	0.01%	824