IB
Intrust Bank’s Healthpeak Properties DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-5,334
| Closed | -$204K | – | 266 |
|
|
2015
Q4 | $204K | Sell |
5,334
-1,116
| -17% | -$42.7K | 0.08% | 252 |
|
|
2015
Q3 | $241K | Sell |
6,450
-1,398
| -18% | -$52.2K | 0.09% | 227 |
|
|
2015
Q2 | $287K | Sell |
7,848
-609
| -7% | -$22.3K | 0.1% | 226 |
|
|
2015
Q1 | $365K | Sell |
8,457
-144
| -2% | -$6.22K | 0.13% | 192 |
|
|
2014
Q4 | $378K | Buy |
8,601
+29
| +0.3% | +$1.28K | 0.14% | 177 |
|
|
2014
Q3 | $340K | Buy |
8,572
+571
| +7% | +$22.6K | 0.13% | 181 |
|
|
2014
Q2 | $331K | Buy |
8,001
+1,868
| +30% | +$77.3K | 0.12% | 198 |
|
|
2014
Q1 | $237K | Buy |
+6,133
| New | +$237K | 0.1% | 241 |
|
|
2013
Q3 | – | Sell |
-6,307
| Closed | -$287K | – | 245 |
|
|
2013
Q2 | $287K | Buy |
+6,307
| New | +$287K | 0.13% | 220 |
|