Jacobi Capital Management’s Healthpeak Properties DOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-150
| Closed | -$5K | – | 628 |
|
|
2021
Q3 | $5K | Hold |
150
| – | – | ﹤0.01% | 1192 |
|
|
2021
Q2 | $5K | Sell |
150
-113
| -43% | -$3.77K | ﹤0.01% | 1153 |
|
|
2021
Q1 | $8K | Buy |
263
+151
| +135% | +$4.59K | ﹤0.01% | 1023 |
|
|
2020
Q4 | $3K | Buy |
112
+1
| +0.9% | +$27 | ﹤0.01% | 1098 |
|
|
2020
Q3 | $3K | Buy |
111
+2
| +2% | +$54 | ﹤0.01% | 1025 |
|
|
2020
Q2 | $3K | Sell |
109
-214
| -66% | -$5.89K | ﹤0.01% | 988 |
|
|
2020
Q1 | $8K | Buy |
323
+217
| +205% | +$5.38K | ﹤0.01% | 739 |
|
|
2019
Q4 | $4K | Hold |
106
| – | – | ﹤0.01% | 874 |
|
|
2019
Q3 | $4K | Buy |
106
+1
| +1% | +$38 | ﹤0.01% | 863 |
|
|
2019
Q2 | $3K | Buy |
105
+1
| +1% | +$29 | ﹤0.01% | 887 |
|
|
2019
Q1 | $3K | Buy |
104
+1
| +1% | +$29 | ﹤0.01% | 837 |
|
|
2018
Q4 | $3K | Buy |
103
+2
| +2% | +$58 | ﹤0.01% | 808 |
|
|
2018
Q3 | $3K | Buy |
101
+1
| +1% | +$30 | ﹤0.01% | 843 |
|
|
2018
Q2 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 871 |
|