Jamison Private 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
2024
Q4
Sell
-655
Closed -$15K 279
2024
Q3
$15K Hold
655
﹤0.01% 323
2024
Q2
$12.8K Sell
655
-30,747
-98% -$603K ﹤0.01% 312
2024
Q1
$589K Buy
+31,402
New +$589K 0.1% 125