EFS
Essex Financial Services’s Healthpeak Properties DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-12,580
| Closed | -$350K | – | 288 |
|
|
2017
Q3 | $350K | Buy |
12,580
+1,630
| +15% | +$45.4K | 0.09% | 189 |
|
|
2017
Q2 | $350K | Buy |
+10,950
| New | +$350K | 0.07% | 241 |
|
|
2016
Q3 | – | Sell |
-6,150
| Closed | -$218K | – | 310 |
|
|
2016
Q2 | $218K | Hold |
6,150
| – | – | 0.05% | 275 |
|
|
2016
Q1 | $200K | Hold |
6,150
| – | – | 0.05% | 292 |
|
|
2015
Q4 | $235K | Sell |
6,150
-150
| -2% | -$5.73K | 0.06% | 272 |
|
|
2015
Q3 | $235K | Hold |
6,300
| – | – | 0.06% | 273 |
|
|
2015
Q2 | $230K | Hold |
6,300
| – | – | 0.06% | 285 |
|
|
2015
Q1 | $272K | Sell |
6,300
-2,250
| -26% | -$97.1K | 0.07% | 254 |
|
|
2014
Q4 | $376K | Sell |
8,550
-200
| -2% | -$8.8K | 0.1% | 208 |
|
|
2014
Q3 | $347K | Sell |
8,750
-775
| -8% | -$30.7K | 0.1% | 204 |
|
|
2014
Q2 | $394K | Sell |
9,525
-600
| -6% | -$24.8K | 0.12% | 190 |
|
|
2014
Q1 | $393K | Hold |
10,125
| – | – | 0.13% | 177 |
|
|
2013
Q4 | $368K | Sell |
10,125
-400
| -4% | -$14.5K | 0.12% | 174 |
|
|
2013
Q3 | $431 | Sell |
10,525
-100
| -0.9% | -$4 | 0.14% | 149 |
|
|
2013
Q2 | $483K | Buy |
+10,625
| New | +$483K | 0.17% | 135 |
|