First National Bank of Mount Dora’s Healthpeak Properties DOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-86,190
| Closed | -$2.25M | – | 94 |
|
|
2017
Q4 | $2.25M | Sell |
86,190
-4,301
| -5% | -$112K | 0.99% | 40 |
|
|
2017
Q3 | $2.52M | Buy |
90,491
+6,490
| +8% | +$181K | 1.24% | 39 |
|
|
2017
Q2 | $2.69M | Buy |
84,001
+2,525
| +3% | +$80.7K | 1.4% | 34 |
|
|
2017
Q1 | $2.55M | Buy |
81,476
+28,400
| +54% | +$889K | 1.37% | 36 |
|
|
2016
Q4 | $1.58M | Sell |
53,076
-7,054
| -12% | -$210K | 0.93% | 46 |
|
|
2016
Q3 | $2.08M | Buy |
60,130
+1,730
| +3% | +$59.8K | 1.17% | 37 |
|
|
2016
Q2 | $1.88M | Buy |
58,400
+329
| +0.6% | +$10.6K | 1.08% | 42 |
|
|
2016
Q1 | $1.72M | Sell |
58,071
-2,950
| -5% | -$87.5K | 1.02% | 47 |
|
|
2015
Q4 | $2.13M | Sell |
61,021
-472
| -0.8% | -$16.4K | 1.25% | 34 |
|
|
2015
Q3 | $2.09M | Buy |
61,493
+32,725
| +114% | +$1.11M | 1.28% | 35 |
|
|
2015
Q2 | $956K | Buy |
28,768
+2,059
| +8% | +$68.4K | 0.53% | 61 |
|
|
2015
Q1 | $1.05M | Sell |
26,709
-2,333
| -8% | -$91.8K | 0.57% | 58 |
|
|
2014
Q4 | $1.16M | Buy |
29,042
+4,639
| +19% | +$186K | 0.65% | 56 |
|
|
2014
Q3 | $882K | Buy |
24,403
+6,313
| +35% | +$228K | 0.52% | 62 |
|
|
2014
Q2 | $682K | Buy |
18,090
+714
| +4% | +$26.9K | 0.4% | 68 |
|
|
2014
Q1 | $614K | Buy |
+17,376
| New | +$614K | 0.37% | 69 |
|