SFA
Staton Financial Advisors’s Healthpeak Properties DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-90,656
| Closed | -$2.95M | – | 42 |
|
|
2016
Q1 | $2.95M | Sell |
90,656
-5,665
| -6% | -$185K | 2.83% | 14 |
|
|
2015
Q4 | $3.68M | Sell |
96,321
-3,478
| -3% | -$133K | 3.77% | 12 |
|
|
2015
Q3 | $3.72M | Sell |
99,799
-4,891
| -5% | -$182K | 3.94% | 11 |
|
|
2015
Q2 | $3.82M | Buy |
104,690
+1,128
| +1% | +$41.1K | 3.62% | 13 |
|
|
2015
Q1 | $4.48M | Buy |
+103,562
| New | +$4.48M | 4.09% | 10 |
|