JWA
JFS Wealth Advisors’s Healthpeak Properties DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18 | Sell |
1
-1
| -50% | -$18 | ﹤0.01% | 1854 |
|
|
2025
Q1 | $41 | Hold |
2
| – | – | ﹤0.01% | 1902 |
|
|
2024
Q4 | $41 | Sell |
2
-55
| -96% | -$1.13K | ﹤0.01% | 1913 |
|
|
2024
Q3 | $1.3K | Hold |
57
| – | – | ﹤0.01% | 1637 |
|
|
2024
Q2 | $1.12K | Sell |
57
-10
| -15% | -$196 | ﹤0.01% | 1644 |
|
|
2024
Q1 | $1.26K | Hold |
67
| – | – | ﹤0.01% | 1596 |
|
|
2023
Q4 | $1.33K | Buy |
+67
| New | +$1.33K | ﹤0.01% | 1564 |
|
|
2023
Q1 | – | Sell |
-506
| Closed | -$12.7K | – | 1967 |
|
|
2022
Q4 | $12.7K | Buy |
+506
| New | +$12.7K | ﹤0.01% | 628 |
|
|
2022
Q1 | – | Sell |
-7
| Closed | – | – | 1856 |
|
|
2021
Q4 | $0 | Buy |
+7
| New | – | ﹤0.01% | 1755 |
|
|
2021
Q3 | – | Sell |
-16
| Closed | -$1K | – | 834 |
|
|
2021
Q2 | $1K | Hold |
16
| – | – | ﹤0.01% | 573 |
|
|
2021
Q1 | $0 | Hold |
16
| – | – | ﹤0.01% | 594 |
|
|
2020
Q4 | $0 | Hold |
16
| – | – | ﹤0.01% | 585 |
|
|
2020
Q3 | $0 | Hold |
16
| – | – | ﹤0.01% | 565 |
|
|
2020
Q2 | $0 | Hold |
16
| – | – | ﹤0.01% | 536 |
|
|
2020
Q1 | $0 | Hold |
16
| – | – | ﹤0.01% | 511 |
|
|
2019
Q4 | $1K | Hold |
16
| – | – | ﹤0.01% | 474 |
|
|
2019
Q3 | $1K | Hold |
16
| – | – | ﹤0.01% | 469 |
|
|
2019
Q2 | $0 | Hold |
16
| – | – | ﹤0.01% | 467 |
|
|
2019
Q1 | $0 | Hold |
16
| – | – | ﹤0.01% | 465 |
|
|
2018
Q4 | $0 | Hold |
16
| – | – | ﹤0.01% | 477 |
|
|
2018
Q3 | $0 | Sell |
16
-7
| -30% | – | ﹤0.01% | 530 |
|
|
2018
Q2 | $1K | Hold |
23
| – | – | ﹤0.01% | 441 |
|
|
2018
Q1 | $1K | Hold |
23
| – | – | ﹤0.01% | 496 |
|
|
2017
Q4 | $1K | Sell |
23
-55
| -71% | -$2.39K | ﹤0.01% | 503 |
|
|
2017
Q3 | $2K | Hold |
78
| – | – | ﹤0.01% | 418 |
|
|
2017
Q2 | $2K | Sell |
78
-538
| -87% | -$13.8K | ﹤0.01% | 397 |
|
|
2017
Q1 | $18K | Hold |
616
| – | – | ﹤0.01% | 316 |
|
|
2016
Q4 | $18K | Sell |
616
-78
| -11% | -$4.27K | ﹤0.01% | 316 |
|
|
2016
Q3 | $26K | Hold |
694
| – | – | 0.01% | 293 |
|
|
2016
Q2 | $25K | Hold |
694
| – | – | 0.01% | 304 |
|
|
2016
Q1 | $23K | Hold |
694
| – | – | 0.01% | 309 |
|
|
2015
Q4 | $27K | Hold |
694
| – | – | 0.01% | 300 |
|
|
2015
Q3 | $26K | Buy |
694
+248
| +56% | +$9.28K | 0.01% | 257 |
|
|
2015
Q2 | $16K | Hold |
446
| – | – | 0.01% | 309 |
|
|
2015
Q1 | $19K | Buy |
446
+75
| +20% | +$3.22K | 0.01% | 291 |
|
|
2014
Q4 | $16K | Hold |
371
| – | – | ﹤0.01% | 312 |
|
|
2014
Q3 | $15K | Hold |
371
| – | – | ﹤0.01% | 294 |
|
|
2014
Q2 | $15K | Buy |
+371
| New | +$15K | ﹤0.01% | 284 |
|