Ledyard National Bank’s Healthpeak Properties DOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-3,300
| Closed | -$92K | – | 356 |
|
|
2018
Q4 | $92K | Sell |
3,300
-2,384
| -42% | -$66K | 0.01% | 345 |
|
|
2018
Q3 | $150K | Hold |
5,684
| – | – | 0.02% | 310 |
|
|
2018
Q2 | $147K | Hold |
5,684
| – | – | 0.02% | 318 |
|
|
2018
Q1 | $132K | Hold |
5,684
| – | – | 0.02% | 336 |
|
|
2017
Q4 | $148K | Sell |
5,684
-7,982
| -58% | -$212K | 0.02% | 331 |
|
|
2017
Q3 | $380K | Buy |
13,666
+2,249
| +20% | +$67.6K | 0.05% | 218 |
|
|
2017
Q2 | $365K | Sell |
11,417
-535
| -4% | -$17K | 0.05% | 198 |
|
|
2017
Q1 | $374K | Buy |
11,952
+9,952
| +498% | +$306K | 0.06% | 190 |
|
|
2016
Q4 | $59K | Sell |
2,000
-196
| -9% | -$5.97K | 0.01% | 297 |
|
|
2016
Q3 | $76K | Hold |
2,196
| – | – | 0.01% | 271 |
|
|
2016
Q2 | $71K | Hold |
2,196
| – | – | 0.01% | 270 |
|
|
2016
Q1 | $65K | Hold |
2,196
| – | – | 0.01% | 297 |
|
|
2015
Q4 | $76K | Hold |
2,196
| – | – | 0.01% | 268 |
|
|
2015
Q3 | $75K | Sell |
2,196
-104
| -5% | -$3.6K | 0.01% | 258 |
|
|
2015
Q2 | $76K | Hold |
2,300
| – | – | 0.01% | 258 |
|
|
2015
Q1 | $91K | Buy |
2,300
+104
| +5% | +$4.17K | 0.02% | 231 |
|
|
2014
Q4 | $88K | Hold |
2,196
| – | – | 0.02% | 228 |
|
|
2014
Q3 | $79K | Hold |
2,196
| – | – | 0.01% | 222 |
|
|
2014
Q2 | $83K | Hold |
2,196
| – | – | 0.01% | 221 |
|
|
2014
Q1 | $78K | Hold |
2,196
| – | – | 0.01% | 217 |
|
|
2013
Q4 | $73K | Hold |
2,196
| – | – | 0.01% | 228 |
|
|
2013
Q3 | $82K | Hold |
2,196
| – | – | 0.01% | 196 |
|
|
2013
Q2 | $91K | Buy |
+2,196
| New | +$100K | 0.02% | 188 |
|
Other funds holding DOC
PI