TFP
Tilia Fiduciary Partners’s Healthpeak Properties DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-700
| Closed | -$14.1K | – | 199 |
|
|
2023
Q2 | $14.1K | Hold |
700
| – | – | 0.01% | 340 |
|
|
2023
Q1 | $15.4K | Hold |
700
| – | – | 0.01% | 331 |
|
|
2022
Q4 | $17.5K | Hold |
700
| – | – | 0.02% | 304 |
|
|
2022
Q3 | $16K | Hold |
700
| – | – | 0.02% | 310 |
|
|
2022
Q2 | $18K | Hold |
700
| – | – | 0.02% | 311 |
|
|
2022
Q1 | $24K | Hold |
700
| – | – | 0.02% | 293 |
|
|
2021
Q4 | $25K | Buy |
+700
| New | +$25K | 0.02% | 294 |
|