MSFP
Mark Sheptoff Financial Planning’s Healthpeak Properties DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-31
| Closed | -$1K | – | 372 |
|
|
2018
Q1 | $1K | Sell |
31
-300
| -91% | -$9.68K | ﹤0.01% | 368 |
|
|
2017
Q4 | $9K | Hold |
331
| – | – | 0.01% | 288 |
|
|
2017
Q3 | $9K | Sell |
331
-200
| -38% | -$5.44K | 0.01% | 293 |
|
|
2017
Q2 | $17K | Sell |
531
-1
| -0.2% | -$32 | 0.01% | 240 |
|
|
2017
Q1 | $17K | Buy |
532
+1
| +0.2% | +$32 | 0.01% | 244 |
|
|
2016
Q4 | $16K | Hold |
531
| – | – | 0.01% | 238 |
|
|
2016
Q3 | $20K | Hold |
531
| – | – | 0.01% | 216 |
|
|
2016
Q2 | $19K | Sell |
531
-200
| -27% | -$7.16K | 0.01% | 210 |
|
|
2016
Q1 | $24K | Sell |
731
-500
| -41% | -$16.4K | 0.02% | 197 |
|
|
2015
Q4 | $47K | Buy |
1,231
+200
| +19% | +$7.64K | 0.04% | 169 |
|
|
2015
Q3 | $38K | Sell |
1,031
-269
| -21% | -$9.92K | 0.03% | 175 |
|
|
2015
Q2 | $47K | Hold |
1,300
| – | – | 0.04% | 171 |
|
|
2015
Q1 | $56K | Hold |
1,300
| – | – | 0.05% | 159 |
|
|
2014
Q4 | $57K | Hold |
1,300
| – | – | 0.05% | 159 |
|
|
2014
Q3 | $52K | Hold |
1,300
| – | – | 0.05% | 169 |
|
|
2014
Q2 | $54K | Sell |
1,300
-400
| -24% | -$16.6K | 0.05% | 173 |
|
|
2014
Q1 | $66K | Buy |
+1,700
| New | +$66K | 0.06% | 162 |
|