JWM
Janiczek Wealth Management’s Healthpeak Properties DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $38.2K | Sell |
1,951
-1,106
| -36% | -$21.7K | 0.01% | 447 |
|
|
2024
Q1 | $57.3K | Buy |
3,057
+3,047
| +30,470% | +$57.1K | 0.01% | 386 |
|
|
2023
Q4 | $198 | Sell |
10
-24
| -71% | -$475 | ﹤0.01% | 1061 |
|
|
2023
Q3 | $625 | Buy |
+34
| New | +$625 | ﹤0.01% | 957 |
|