First National Bank of Mount Dora’s Healthpeak Properties DOC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q1
Sell
-86,190
Closed -$2.25M 94
2017
Q4
$2.25M Sell
86,190
-4,301
-5% -$114K 0.99% 40
2017
Q3
$2.52M Buy
90,491
+6,490
+8% +$195K 1.24% 39
2017
Q2
$2.69M Buy
84,001
+2,525
+3% +$80K 1.4% 34
2017
Q1
$2.55M Buy
81,476
+28,400
+54% +$872K 1.37% 36
2016
Q4
$1.58M Sell
53,076
-7,054
-12% -$215K 0.93% 46
2016
Q3
$2.08M Buy
60,130
+1,730
+3% +$60.5K 1.17% 37
2016
Q2
$1.88M Buy
58,400
+329
+0.6% +$10.2K 1.08% 42
2016
Q1
$1.72M Sell
58,071
-2,950
-5% -$88.5K 1.02% 47
2015
Q4
$2.13M Sell
61,021
-472
-0.8% -$15.8K 1.25% 34
2015
Q3
$2.09M Buy
61,493
+32,725
+114% +$1.13M 1.28% 35
2015
Q2
$956K Buy
28,768
+2,059
+8% +$75K 0.53% 61
2015
Q1
$1.05M Sell
26,709
-2,333
-8% -$93.7K 0.57% 58
2014
Q4
$1.16M Buy
29,042
+4,639
+19% +$184K 0.65% 56
2014
Q3
$882K Buy
24,403
+6,313
+35% +$239K 0.52% 62
2014
Q2
$682K Buy
18,090
+714
+4% +$26.9K 0.4% 68
2014
Q1
$614K Buy
+17,376
New +$600K 0.37% 69

Other funds holding DOC