FFSOTS
Fiduciary Financial Services of The Southwest’s Healthpeak Properties DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $3.19M | Sell |
92,516
-2,484
| -3% | -$85.6K | 0.83% | 41 |
|
|
2019
Q3 | $3.39M | Buy |
95,000
+841
| +0.9% | +$30K | 0.9% | 36 |
|
|
2019
Q2 | $3.01M | Buy |
94,159
+65
| +0.1% | +$2.08K | 0.85% | 40 |
|
|
2019
Q1 | $2.95M | Sell |
94,094
-720
| -0.8% | -$22.5K | 0.86% | 39 |
|
|
2018
Q4 | $2.65M | Sell |
94,814
-2,550
| -3% | -$71.2K | 0.84% | 38 |
|
|
2018
Q3 | $2.56M | Sell |
97,364
-3,117
| -3% | -$82.1K | 0.71% | 45 |
|
|
2018
Q2 | $2.59M | Sell |
100,481
-4,093
| -4% | -$106K | 0.79% | 43 |
|
|
2018
Q1 | $2.43M | Sell |
104,574
-14,947
| -13% | -$347K | 0.74% | 42 |
|
|
2017
Q4 | $3.12M | Sell |
119,521
-13,973
| -10% | -$364K | 0.91% | 40 |
|
|
2017
Q3 | $3.72M | Sell |
133,494
-2,575
| -2% | -$71.7K | 1.11% | 34 |
|
|
2017
Q2 | $4.35M | Buy |
136,069
+971
| +0.7% | +$31K | 1.34% | 23 |
|
|
2017
Q1 | $4.23M | Sell |
135,098
-136
| -0.1% | -$4.25K | 1.34% | 26 |
|
|
2016
Q4 | $4.02M | Sell |
135,234
-2,040
| -1% | -$60.6K | 1.32% | 27 |
|
|
2016
Q3 | $5.21M | Sell |
137,274
-5,060
| -4% | -$192K | 1.67% | 17 |
|
|
2016
Q2 | $5.04M | Sell |
142,334
-2,885
| -2% | -$102K | 1.62% | 16 |
|
|
2016
Q1 | $4.73M | Sell |
145,219
-6,631
| -4% | -$216K | 1.68% | 16 |
|
|
2015
Q4 | $5.81M | Sell |
151,850
-361
| -0.2% | -$13.8K | 2.06% | 12 |
|
|
2015
Q3 | $5.67M | Sell |
152,211
-625
| -0.4% | -$23.3K | 1.99% | 11 |
|
|
2015
Q2 | $5.57M | Buy |
152,836
+168
| +0.1% | +$6.13K | 1.72% | 11 |
|
|
2015
Q1 | $6.6M | Sell |
152,668
-1,830
| -1% | -$79.1K | 1.93% | 9 |
|
|
2014
Q4 | $6.8M | Sell |
154,498
-975
| -0.6% | -$42.9K | 1.95% | 8 |
|
|
2014
Q3 | $6.17M | Sell |
155,473
-1,695
| -1% | -$67.3K | 1.74% | 11 |
|
|
2014
Q2 | $6.5M | Sell |
157,168
-280
| -0.2% | -$11.6K | 1.82% | 7 |
|
|
2014
Q1 | $6.11M | Sell |
157,448
-342
| -0.2% | -$13.3K | 1.84% | 8 |
|
|
2013
Q4 | $5.73M | Sell |
157,790
-1,645
| -1% | -$59.7K | 1.8% | 11 |
|
|
2013
Q3 | $6.53M | Sell |
159,435
-970
| -0.6% | -$39.7K | 2.15% | 6 |
|
|
2013
Q2 | $7.29M | Buy |
+160,405
| New | +$7.29M | 2.43% | 6 |
|