JMF
Johnson Midwest Financial’s Healthpeak Properties DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $18.3K | Buy |
996
+13
| +1% | +$239 | 0.04% | 149 |
|
|
2023
Q2 | $19.8K | Buy |
983
+208
| +27% | +$4.18K | 0.02% | 149 |
|
|
2023
Q1 | $17K | Buy |
775
+8
| +1% | +$176 | 0.02% | 162 |
|
|
2022
Q4 | $19K | Buy |
767
+49
| +7% | +$1.21K | 0.07% | 143 |
|
|
2022
Q3 | $16 | Hold |
718
| – | – | 0.06% | 151 |
|
|
2022
Q2 | $19K | Buy |
718
+545
| +315% | +$14.4K | 0.03% | 130 |
|
|
2022
Q1 | $6K | Hold |
173
| – | – | 0.01% | 195 |
|
|
2021
Q4 | $6K | Hold |
173
| – | – | ﹤0.01% | 206 |
|
|
2021
Q3 | $6K | Hold |
173
| – | – | ﹤0.01% | 210 |
|
|
2021
Q2 | $6K | Hold |
173
| – | – | 0.01% | 193 |
|
|
2021
Q1 | $5K | Hold |
173
| – | – | 0.01% | 193 |
|
|
2020
Q4 | $5K | Buy |
+173
| New | +$5K | ﹤0.01% | 200 |
|