J.P. Morgan Private Wealth Advisors’s Healthpeak Properties DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $3.74M | Sell |
203,629
-111,420
| -35% | -$2.05M | 0.01% | 573 |
|
|
2023
Q2 | $6.33M | Sell |
315,049
-103,347
| -25% | -$2.08M | 0.03% | 301 |
|
|
2023
Q1 | $9.19M | Buy |
418,396
+3,667
| +0.9% | +$80.6K | 0.02% | 451 |
|
|
2022
Q4 | $10.4M | Sell |
414,729
-33,408
| -7% | -$838K | 0.02% | 412 |
|
|
2022
Q3 | $10.3M | Sell |
448,137
-99,310
| -18% | -$2.28M | 0.03% | 395 |
|
|
2022
Q2 | $14.2M | Sell |
547,447
-4,514
| -0.8% | -$117K | 0.04% | 339 |
|
|
2022
Q1 | $18.9M | Sell |
551,961
-18,617
| -3% | -$639K | 0.04% | 335 |
|
|
2021
Q4 | $20.6M | Sell |
570,578
-21,829
| -4% | -$788K | 0.04% | 306 |
|
|
2021
Q3 | $19.8M | Buy |
592,407
+26,697
| +5% | +$894K | 0.05% | 311 |
|
|
2021
Q2 | $18.8M | Buy |
565,710
+30,686
| +6% | +$1.02M | 0.05% | 318 |
|
|
2021
Q1 | $17M | Buy |
535,024
+65,757
| +14% | +$2.09M | 0.06% | 300 |
|
|
2020
Q4 | $14.2M | Buy |
469,267
+7,097
| +2% | +$215K | 0.05% | 319 |
|
|
2020
Q3 | $12.5M | Sell |
462,170
-20,914
| -4% | -$568K | 0.05% | 290 |
|
|
2020
Q2 | $13.3M | Buy |
483,084
+48,012
| +11% | +$1.32M | 0.06% | 249 |
|
|
2020
Q1 | $10.4M | Sell |
435,072
-10,561
| -2% | -$252K | 0.06% | 261 |
|
|
2019
Q4 | $15.4M | Buy |
445,633
+32,279
| +8% | +$1.11M | 0.07% | 242 |
|
|
2019
Q3 | $14.7M | Buy |
413,354
+230,445
| +126% | +$8.21M | 0.08% | 229 |
|
|
2019
Q2 | $5.85M | Buy |
182,909
+40,338
| +28% | +$1.29M | 0.03% | 357 |
|
|
2019
Q1 | $4.46M | Buy |
142,571
+18,159
| +15% | +$568K | 0.02% | 416 |
|
|
2018
Q4 | $3.48M | Buy |
124,412
+11,888
| +11% | +$332K | 0.02% | 439 |
|
|
2018
Q3 | $2.96M | Buy |
112,524
+7,302
| +7% | +$192K | 0.01% | 543 |
|
|
2018
Q2 | $2.72M | Buy |
+105,222
| New | +$2.72M | 0.02% | 533 |
|
|
2017
Q3 | – | Sell |
-14,102
| Closed | -$451K | – | 1251 |
|
|
2017
Q2 | $451K | Buy |
14,102
+6,693
| +90% | +$214K | ﹤0.01% | 869 |
|
|
2017
Q1 | $232K | Buy |
+7,409
| New | +$232K | ﹤0.01% | 1179 |
|
|
2015
Q4 | – | Sell |
-6,273
| Closed | -$213K | – | 1171 |
|
|
2015
Q3 | $213K | Buy |
+6,273
| New | +$213K | ﹤0.01% | 916 |
|
|
2015
Q2 | – | Sell |
-7,327
| Closed | -$288K | – | 1068 |
|
|
2015
Q1 | $288K | Buy |
+7,327
| New | +$288K | ﹤0.01% | 905 |
|