EWM
Evercore Wealth Management’s Healthpeak Properties DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-1
| Closed | – | – | 982 |
|
|
2017
Q1 | $0 | Sell |
1
-42
| -98% | – | ﹤0.01% | 994 |
|
|
2016
Q4 | $1K | Sell |
43
-927
| -96% | -$21.6K | ﹤0.01% | 970 |
|
|
2016
Q3 | $36K | Hold |
970
| – | – | ﹤0.01% | 665 |
|
|
2016
Q2 | $34K | Sell |
970
-2,264
| -70% | -$79.4K | ﹤0.01% | 658 |
|
|
2016
Q1 | $105K | Buy |
3,234
+2,434
| +304% | +$79K | ﹤0.01% | 448 |
|
|
2015
Q4 | $31K | Sell |
800
-403
| -33% | -$15.6K | ﹤0.01% | 680 |
|
|
2015
Q3 | $45K | Sell |
1,203
-431
| -26% | -$16.1K | ﹤0.01% | 599 |
|
|
2015
Q2 | $59K | Sell |
1,634
-157
| -9% | -$5.67K | ﹤0.01% | 606 |
|
|
2015
Q1 | $77K | Buy |
1,791
+1,365
| +320% | +$58.7K | ﹤0.01% | 570 |
|
|
2014
Q4 | $19K | Sell |
426
-1,813
| -81% | -$80.9K | ﹤0.01% | 673 |
|
|
2014
Q3 | $89K | Hold |
2,239
| – | – | ﹤0.01% | 529 |
|
|
2014
Q2 | $93K | Buy |
2,239
+2,089
| +1,393% | +$86.8K | ﹤0.01% | 521 |
|
|
2014
Q1 | $6K | Buy |
+150
| New | +$6K | ﹤0.01% | 846 |
|
|
2013
Q4 | – | Sell |
-131
| Closed | -$5K | – | 875 |
|
|
2013
Q3 | $5K | Buy |
+131
| New | +$5K | ﹤0.01% | 839 |
|