MFT
Moisand Fitzgerald Tamayo’s Healthpeak Properties DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-104
| Closed | -$2.04K | – | 626 |
|
|
2024
Q2 | $2.04K | Hold |
104
| – | – | ﹤0.01% | 501 |
|
|
2024
Q1 | $1.95K | Hold |
104
| – | – | ﹤0.01% | 491 |
|
|
2023
Q4 | $2.06K | Hold |
104
| – | – | ﹤0.01% | 529 |
|
|
2023
Q3 | $1.91K | Hold |
104
| – | – | ﹤0.01% | 569 |
|
|
2023
Q2 | $2.09K | Hold |
104
| – | – | ﹤0.01% | 539 |
|
|
2023
Q1 | $2.29K | Sell |
104
-29
| -22% | -$637 | ﹤0.01% | 531 |
|
|
2022
Q4 | $3.33K | Sell |
133
-16
| -11% | -$401 | ﹤0.01% | 458 |
|
|
2022
Q3 | $3K | Buy |
149
+45
| +43% | +$906 | ﹤0.01% | 429 |
|
|
2022
Q2 | $3K | Buy |
+104
| New | +$3K | ﹤0.01% | 363 |
|
|
2018
Q2 | – | Sell |
-260
| Closed | -$6K | – | 291 |
|
|
2018
Q1 | $6K | Hold |
260
| – | – | ﹤0.01% | 234 |
|
|
2017
Q4 | $7K | Hold |
260
| – | – | ﹤0.01% | 204 |
|
|
2017
Q3 | $7K | Buy |
+260
| New | +$7K | ﹤0.01% | 222 |
|
|
2016
Q2 | – | Sell |
-260
| Closed | -$8K | – | 88 |
|
|
2016
Q1 | $8K | Hold |
260
| – | – | 0.01% | 161 |
|
|
2015
Q4 | $10K | Buy |
+260
| New | +$10K | 0.01% | 147 |
|