Jackson Wealth Management’s Healthpeak Properties DOC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2015
Q4
Sell
-27,746
Closed -$941K 78
2015
Q3
$941K Sell
27,746
-4,849
-15% -$164K 0.34% 74
2015
Q2
$1.09M Sell
32,595
-10,454
-24% -$350K 0.37% 76
2015
Q1
$1.69M Sell
43,049
-18,953
-31% -$746K 0.55% 64
2014
Q4
$2.49M Buy
+62,002
New +$2.49M 0.81% 33