FPS
Fieldpoint Private Securities’s Healthpeak Properties DOC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | $79K | Buy |
3,044
+396
| +15% | +$10.3K | 0.02% | 403 |
|
2022
Q1 | $91K | Buy |
2,648
+1,133
| +75% | +$38.9K | 0.02% | 449 |
|
2021
Q4 | $55K | Hold |
1,515
| – | – | 0.01% | 578 |
|
2021
Q3 | $51K | Buy |
1,515
+43
| +3% | +$1.45K | 0.01% | 572 |
|
2021
Q2 | $52K | Sell |
1,472
-50
| -3% | -$1.77K | 0.01% | 562 |
|
2021
Q1 | $48K | Buy |
1,522
+262
| +21% | +$8.26K | 0.01% | 575 |
|
2020
Q4 | $38K | Buy |
+1,260
| New | +$38K | 0.01% | 524 |
|
2020
Q1 | – | Sell |
-900
| Closed | -$31K | – | 331 |
|
2019
Q4 | $31K | Hold |
900
| – | – | 0.01% | 495 |
|
2019
Q3 | $32K | Hold |
900
| – | – | 0.01% | 446 |
|
2019
Q2 | $29K | Buy |
+900
| New | +$29K | 0.01% | 488 |
|
2018
Q1 | – | Sell |
-6,015
| Closed | -$157K | – | 411 |
|
2017
Q4 | $157K | Buy |
6,015
+740
| +14% | +$19.3K | 0.08% | 181 |
|
2017
Q3 | $147K | Buy |
+5,275
| New | +$147K | 0.06% | 222 |
|