Bank Julius Baer & Co’s Healthpeak Properties DOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $38.5K | Buy |
2,200
+254
| +13% | +$4.45K | ﹤0.01% | 556 |
|
|
2025
Q1 | $44.5K | Sell |
1,946
-48
| -2% | -$1.1K | ﹤0.01% | 551 |
|
|
2024
Q4 | $44.6K | Buy |
1,994
+138
| +7% | +$3.09K | ﹤0.01% | 563 |
|
|
2024
Q3 | $50.3K | Buy |
1,856
+598
| +48% | +$16.2K | ﹤0.01% | 469 |
|
|
2024
Q2 | $27.4K | Sell |
1,258
-142
| -10% | -$3.1K | ﹤0.01% | 467 |
|
|
2024
Q1 | $26.3K | Buy |
1,400
+700
| +100% | +$13.1K | ﹤0.01% | 498 |
|
|
2023
Q4 | $13.9K | Sell |
700
-9
| -1% | -$178 | ﹤0.01% | 517 |
|
|
2023
Q3 | $13K | Buy |
709
+22
| +3% | +$403 | ﹤0.01% | 500 |
|
|
2023
Q2 | $14K | Sell |
687
-13
| -2% | -$265 | ﹤0.01% | 534 |
|
|
2023
Q1 | $15K | Hold |
700
| – | – | ﹤0.01% | 558 |
|
|
2022
Q4 | $18K | Buy |
+700
| New | +$18K | ﹤0.01% | 540 |
|
|
2020
Q2 | – | Sell |
-27,394
| Closed | -$653K | – | 698 |
|
|
2020
Q1 | $653K | Buy |
+27,394
| New | +$653K | 0.02% | 281 |
|