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 |
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|
2017
Q1 | $226K | Sell |
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|
2016
Q4 | $242K | Sell |
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|
2016
Q3 | $587K | Sell |
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|
2016
Q2 | $659K | Sell |
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|
2016
Q1 | $706K | Buy |
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|
2015
Q4 | $643K | Buy |
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|
2015
Q3 | $625K | Buy |
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|
2015
Q2 | $567K | Buy |
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|
2015
Q1 | $593K | Sell |
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|
2014
Q4 | $626K | Sell |
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|
2014
Q3 | $632K | Buy |
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|
2014
Q2 | $616K | Sell |
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|
2014
Q1 | $664K | Buy |
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|
2013
Q4 | $296K | Buy |
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|
2013
Q3 | $56K | Buy |
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|
2013
Q2 | $59K | Buy |
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