LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Healthpeak Properties DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-334
| Closed | -$10K | – | 412 |
|
|
2020
Q4 | $10K | Buy |
+334
| New | +$10K | ﹤0.01% | 564 |
|
|
2017
Q3 | – | Sell |
-10,135
| Closed | -$321K | – | 813 |
|
|
2017
Q2 | $321K | Hold |
10,135
| – | – | 0.01% | 226 |
|
|
2017
Q1 | $317K | Hold |
10,135
| – | – | 0.01% | 222 |
|
|
2016
Q4 | $301K | Hold |
10,135
| – | – | 0.01% | 228 |
|
|
2016
Q3 | $385K | Hold |
10,135
| – | – | 0.01% | 205 |
|
|
2016
Q2 | $359K | Hold |
10,135
| – | – | 0.01% | 208 |
|
|
2016
Q1 | $330K | Hold |
10,135
| – | – | 0.01% | 209 |
|
|
2015
Q4 | $388K | Hold |
10,135
| – | – | 0.01% | 217 |
|
|
2015
Q3 | $370K | Hold |
10,135
| – | – | 0.01% | 222 |
|
|
2015
Q2 | $370K | Sell |
10,135
-380
| -4% | -$13.9K | 0.01% | 222 |
|
|
2015
Q1 | $454K | Hold |
10,515
| – | – | 0.01% | 216 |
|
|
2014
Q4 | $463K | Buy |
10,515
+2,335
| +29% | +$103K | 0.01% | 209 |
|
|
2014
Q3 | $325K | Hold |
8,180
| – | – | 0.01% | 220 |
|
|
2014
Q2 | $338K | Sell |
8,180
-14
| -0.2% | -$578 | 0.01% | 226 |
|
|
2014
Q1 | $318K | Hold |
8,194
| – | – | 0.01% | 222 |
|
|
2013
Q4 | $298K | Buy |
8,194
+2,525
| +45% | +$91.8K | 0.01% | 227 |
|
|
2013
Q3 | $232K | Hold |
5,669
| – | – | 0.01% | 234 |
|
|
2013
Q2 | $258K | Buy |
+5,669
| New | +$258K | 0.01% | 236 |
|