SNT
Security National Trust’s Healthpeak Properties DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-2,227
| Closed | -$71K | – | 400 |
|
|
2017
Q2 | $71K | Hold |
2,227
| – | – | 0.02% | 252 |
|
|
2017
Q1 | $70K | Buy |
2,227
+127
| +6% | +$3.99K | 0.02% | 249 |
|
|
2016
Q4 | $63K | Sell |
2,100
-200
| -9% | -$12.8K | 0.02% | 250 |
|
|
2016
Q3 | $87K | Sell |
2,300
-42
| -2% | -$1.62K | 0.03% | 232 |
|
|
2016
Q2 | $83K | Hold |
2,342
| – | – | 0.03% | 235 |
|
|
2016
Q1 | $76K | Sell |
2,342
-100
| -4% | -$3.22K | 0.03% | 239 |
|
|
2015
Q4 | $93K | Buy |
2,442
+42
| +2% | +$1.6K | 0.04% | 218 |
|
|
2015
Q3 | $90K | Hold |
2,400
| – | – | 0.04% | 223 |
|
|
2015
Q2 | $88K | Hold |
2,400
| – | – | 0.03% | 240 |
|
|
2015
Q1 | $104K | Sell |
2,400
-100
| -4% | -$4.34K | 0.04% | 225 |
|
|
2014
Q4 | $110K | Hold |
2,500
| – | – | 0.04% | 212 |
|
|
2014
Q3 | $100K | Hold |
2,500
| – | – | 0.04% | 216 |
|
|
2014
Q2 | $103K | Hold |
2,500
| – | – | 0.04% | 216 |
|
|
2014
Q1 | $97K | Hold |
2,500
| – | – | 0.04% | 222 |
|
|
2013
Q4 | $90K | Hold |
2,500
| – | – | 0.04% | 221 |
|
|
2013
Q3 | $102K | Hold |
2,500
| – | – | 0.05% | 206 |
|
|
2013
Q2 | $113K | Buy |
+2,500
| New | +$113K | 0.05% | 194 |
|