SAM
Solaris Asset Management’s Healthpeak Properties DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-125
| Closed | -$4K | – | 274 |
|
|
2017
Q2 | $4K | Hold |
125
| – | – | ﹤0.01% | 283 |
|
|
2017
Q1 | $4K | Hold |
125
| – | – | ﹤0.01% | 256 |
|
|
2016
Q4 | $4K | Sell |
125
-625
| -83% | -$20K | ﹤0.01% | 252 |
|
|
2016
Q3 | $28K | Buy |
+750
| New | +$28K | 0.02% | 204 |
|
|
2014
Q2 | – | Sell |
-120
| Closed | -$5K | – | 208 |
|
|
2014
Q1 | $5K | Hold |
120
| – | – | ﹤0.01% | 194 |
|
|
2013
Q4 | $4K | Hold |
120
| – | – | ﹤0.01% | 224 |
|
|
2013
Q3 | $5K | Buy |
+120
| New | +$5K | ﹤0.01% | 218 |
|