SFFS
Stonehage Fleming Financial Services’s Healthpeak Properties DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-6,291
| Closed | -$187K | – | 278 |
|
|
2016
Q4 | $187K | Buy |
6,291
+1,220
| +24% | +$36.3K | 0.01% | 217 |
|
|
2016
Q3 | $175K | Hold |
5,071
| – | – | 0.01% | 203 |
|
|
2016
Q2 | $163K | Hold |
5,071
| – | – | 0.01% | 205 |
|
|
2016
Q1 | $150K | Hold |
5,071
| – | – | 0.01% | 238 |
|
|
2015
Q4 | $177K | Hold |
5,071
| – | – | 0.01% | 88 |
|
|
2015
Q3 | $172K | Hold |
5,071
| – | – | 0.02% | 93 |
|
|
2015
Q2 | $168K | Buy |
5,071
+3,773
| +291% | +$125K | 0.02% | 100 |
|
|
2015
Q1 | $51K | Sell |
1,298
-4,089
| -76% | -$161K | 0.01% | 131 |
|
|
2014
Q4 | $219K | Buy |
+5,387
| New | +$219K | 0.03% | 94 |
|