Glass Jacobson Investment Advisors’s Healthpeak Properties DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.2K | Sell |
468
-524
| -53% | -$9.18K | ﹤0.01% | 443 |
|
|
2025
Q1 | $20.1K | Hold |
992
| – | – | 0.01% | 505 |
|
|
2024
Q4 | $20.1K | Buy |
992
+7
| +0.7% | +$142 | 0.01% | 505 |
|
|
2024
Q3 | $22.5K | Buy |
985
+7
| +0.7% | +$160 | 0.01% | 476 |
|
|
2024
Q2 | $19.2K | Buy |
978
+306
| +46% | +$6K | 0.01% | 489 |
|
|
2024
Q1 | $12.6K | Buy |
672
+204
| +44% | +$3.82K | ﹤0.01% | 532 |
|
|
2023
Q4 | $9.27K | Hold |
468
| – | – | ﹤0.01% | 528 |
|
|
2023
Q3 | $8.59K | Hold |
468
| – | – | ﹤0.01% | 512 |
|
|
2023
Q2 | $9.41K | Buy |
+468
| New | +$9.41K | ﹤0.01% | 510 |
|
|
2022
Q4 | $11.7K | Buy |
+468
| New | +$11.7K | 0.01% | 498 |
|