First Interstate Bank’s Healthpeak Properties DOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-965
| Closed | -$34K | – | 552 |
|
|
2019
Q3 | $34K | Hold |
965
| – | – | 0.01% | 354 |
|
|
2019
Q2 | $31K | Hold |
965
| – | – | 0.01% | 399 |
|
|
2019
Q1 | $30K | Hold |
965
| – | – | 0.01% | 407 |
|
|
2018
Q4 | $27K | Hold |
965
| – | – | 0.01% | 400 |
|
|
2018
Q3 | $25K | Hold |
965
| – | – | 0.01% | 435 |
|
|
2018
Q2 | $25K | Hold |
965
| – | – | 0.01% | 442 |
|
|
2018
Q1 | $22K | Sell |
965
-1,034
| -52% | -$23.6K | 0.01% | 466 |
|
|
2017
Q4 | $52K | Buy |
1,999
+1,034
| +107% | +$26.9K | 0.01% | 359 |
|
|
2017
Q3 | $27K | Hold |
965
| – | – | 0.01% | 414 |
|
|
2017
Q2 | $31K | Hold |
965
| – | – | 0.01% | 396 |
|
|
2017
Q1 | $30K | Hold |
965
| – | – | 0.01% | 400 |
|
|
2016
Q4 | $29K | Sell |
965
-95
| -9% | -$2.86K | 0.01% | 411 |
|
|
2016
Q3 | $37K | Hold |
1,060
| – | – | 0.01% | 388 |
|
|
2016
Q2 | $34K | Hold |
1,060
| – | – | 0.01% | 386 |
|
|
2016
Q1 | $31K | Hold |
1,060
| – | – | 0.01% | 408 |
|
|
2015
Q4 | $37K | Hold |
1,060
| – | – | 0.01% | 397 |
|
|
2015
Q3 | $36K | Buy |
+1,060
| New | +$36K | 0.01% | 414 |
|