JNBA Financial Advisors’s Healthpeak Properties DOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-374
| Closed | -$13K | – | 740 |
|
|
2021
Q4 | $13K | Buy |
+374
| New | +$12.9K | ﹤0.01% | 493 |
|
|
2018
Q4 | – | Sell |
-3,550
| Closed | -$93K | – | 584 |
|
|
2018
Q3 | $93K | Buy |
3,550
+3,205
| +929% | +$84.2K | 0.04% | 184 |
|
|
2018
Q2 | $9K | Hold |
345
| – | – | ﹤0.01% | 405 |
|
|
2018
Q1 | $8K | Hold |
345
| – | – | ﹤0.01% | 393 |
|
|
2017
Q4 | $9K | Hold |
345
| – | – | ﹤0.01% | 376 |
|
|
2017
Q3 | $10K | Buy |
+345
| New | +$10.4K | ﹤0.01% | 361 |
|
|
2016
Q4 | – | Sell |
-3,455
| Closed | -$119K | – | 706 |
|
|
2016
Q3 | $119K | Buy |
3,455
+3,126
| +950% | +$109K | 0.02% | 319 |
|
|
2016
Q2 | $11K | Sell |
329
-664
| -67% | -$20.6K | ﹤0.01% | 343 |
|
|
2016
Q1 | $29K | Hold |
993
| – | – | 0.01% | 247 |
|
|
2015
Q4 | $35K | Sell |
993
-109
| -10% | -$3.65K | 0.01% | 222 |
|
|
2015
Q3 | $37K | Hold |
1,102
| – | – | 0.02% | 210 |
|
|
2015
Q2 | $37K | Hold |
1,102
| – | – | 0.01% | 210 |
|
|
2015
Q1 | $43K | Sell |
1,102
-220
| -17% | -$8.83K | 0.02% | 201 |
|
|
2014
Q4 | $53K | Hold |
1,322
| – | – | 0.02% | 185 |
|
|
2014
Q3 | $48K | Buy |
1,322
+110
| +9% | +$4.17K | 0.02% | 192 |
|
|
2014
Q2 | $46K | Hold |
1,212
| – | – | 0.02% | 184 |
|
|
2014
Q1 | $43K | Hold |
1,212
| – | – | 0.02% | 179 |
|
|
2013
Q4 | $40K | Hold |
1,212
| – | – | 0.02% | 178 |
|
|
2013
Q3 | $45K | Buy |
1,212
+329
| +37% | +$12.8K | 0.03% | 163 |
|
|
2013
Q2 | $37K | Buy |
+883
| New | +$40.3K | 0.03% | 162 |
|
Other funds holding DOC
PI
