Security National Trust’s Healthpeak Properties DOC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	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%	+$3.9K	0.02%	249
2016 Q4	$63K	Sell	2,100 -425	-17%	-$13K	0.02%	250
2016 Q3	$87K	Sell	2,525 -47	-2%	-$1.64K	0.03%	232
2016 Q2	$83K	Hold	2,572	–	–	0.03%	235
2016 Q1	$76K	Sell	2,572 -109	-4%	-$3.27K	0.03%	239
2015 Q4	$93K	Buy	2,681 +46	+2%	+$1.54K	0.04%	218
2015 Q3	$90K	Hold	2,635	–	–	0.04%	223
2015 Q2	$88K	Hold	2,635	–	–	0.03%	240
2015 Q1	$104K	Sell	2,635 -110	-4%	-$4.42K	0.04%	225
2014 Q4	$110K	Hold	2,745	–	–	0.04%	212
2014 Q3	$100K	Hold	2,745	–	–	0.04%	216
2014 Q2	$103K	Hold	2,745	–	–	0.04%	216
2014 Q1	$97K	Hold	2,745	–	–	0.04%	222
2013 Q4	$90K	Hold	2,745	–	–	0.04%	221
2013 Q3	$102K	Hold	2,745	–	–	0.05%	206
2013 Q2	$113K	Buy	+2,745	New	+$125K	0.05%	194